Yesterday, August 31, Cliff Corso, (CEO of Advisors Asset Mgt), and Michelle Connell, CFA provided commentary on Yahoo Finance’s “Market Recap.” They discussed the upcoming ADP jobs report, the Delta variant and how to prepare your portfolio from earnings disappointments in September. Learn more about our services. Would you like to learn more about we […]
Recently, Portia Capital Management owner, Michelle Connell, CFA, had the privilege of sharing our opinion on this subject with two news media outlets. The Asahi Shimbum, one of the top three news papers in Tokyo, is our first quote in the foreign press. CNN was also added to our list of domestic media contributions. On […]
It was a pleasure to be interviewed by Shery Ahn and Haidi Stroud Watts of Bloomberg Daybreak Australia this Monday, Sept. 28. During the interview, we discussed the continued market volatility resulting from the uncertainty of additional U.S. fiscal stimulus for the pandemic and the upcoming contentions U.S. Presidential Election, as well as individual stock ideas in the U.S. […]
On June 18th, Michelle Connell, CFA was interviewed by Bloomberg Daybreak Australia. Earlier in the day, Ray Dalio, the founder of Bridgewater Associates, the world’s largest hedge fund, voiced his concerns that equity investors will be looking at a “lost decade” due to the pandemic. Click the link below to check out the interview (starting at […]
As of June 1, the S&P 500 has recovered nearly 80% of its March losses. Are there still good investment opportunities for private investors? Learn more in my interview with InvestmentNews. During these last few months, the market has resembled a roller coaster with its highs and lows. These huge fluctuations leave investors wondering what to do […]
How investors are to proceed in the post-COVID economy “The ability to estimate earnings for 2020 just went out the window.” Have you or your organization been wondering what your next investing move is in this volatile, COVID-19 economy? What’s the smartest move? Is now the time to buy? Check out this recent Editors’ Pick article […]
A look at what investors should do in the current market environment By Michelle Connell, CFA | 1 min read I recently had the opportunity to talk with John D’Antona Jr., of Traders Magazine about the current market environment amid the coronavirus pandemic. We discussed how investors should navigate the equity market, opportunities for making […]
National Publications Seek Expertise of Texas-Based CFA Concerning the Uncertain Times Facing Investors FOR IMMEDIATE RELEASE Fort Worth, Texas, April 16, 2020 – The COVID-19 pandemic has sent the global economy spiraling downward. US markets have experienced the greatest losses since the Great Recession of 2008. Unemployment numbers are climbing rapidly — 5.2 million more […]
Answering a common question from investors in the current state of the market and why I think we should be cautious before we “load the boat.” By Michelle Connell, CFA | 2 min read “Why aren’t you buying?” It’s an important question, but the answer goes much further than current valuations. Before loading the boat, […]
Are all the symptoms pointing to a Q4 correction, just as we saw in 2018? Get Michelle’s insight, based on research from top investment experts and analysts.
