As the Dow exceeded 35,000 for the first time on Friday, I had fun discussing the (ir)relevance of investment fundamentals and if returning to past gigs as restaurant servers would make sense on Yahoo Finance’s Market Close program. Thank you, Yahoo Finance and anchors, Seana Smith and Adam Shapiro, for giving me the opportunity to be a regular contributor.
“It’s almost a year since we’ve had even a 5% pullback,” Portia Capital Management’s Michelle Connell says. “It’s going to happen at some point… as people realize that the Fed is going to have to use some sort of tool to handle the inflation that may not go away.” pic.twitter.com/yJyPDwegmb— Yahoo Finance (@YahooFinance) July 23, 2021
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About Portia Capital Management
Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC, the only Registered Investment Advisory firm in DFW to be founded by a female CFA. Ms. Connell is one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas in Dallas and teaching the CFA Review for the DFW CFA Society. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns.