Charts of the Decade: Looking Back on the 2010s

The end of the year, and now the end of the decade, provide an opportunity to look inward and reflect on our successes and failures, think critically about where we went wrong, and make resolutions to be better versions of ourselves going forward. But that sounds like a lot of work. Instead, we at YCharts … Continued

A Recession-Free Decade with Michael Antonelli

FEATURING MICHAEL ANTONELLI, AKA @BullandBaird Q: Can you tell us about Baird and what you do there? A: Baird is a financial services company that serves institutional and private wealth clients, and manages $150 billion in assets. As a Market Strategist, I communicate with our clients about our firm’s perspectives on the markets. On my … Continued

5 Things To Know Before Buying an IPO

IPOs? More like IP-woes, am I right? Unless you got in on Beyond Meat (BYND) early — good for you if you did — you’re probably eating losses from that IPO you bought into this year. While Beyond Meat, PagerDuty (PD), and Zoom Video Communications (ZM) have debuted with well-deserved hype, other big names like … Continued

Harness Volatility & Create Opportunity

While the VIX has long served as a volatility yardstick for investors, the index stepped into the limelight at the beginning of 2018 when it spiked to its highest level since mid-2015. The VIX cooled off for a time, but as we rolled into 2019, volatility returned. Just as was the case last year, investors are needing … Continued

How Batnick Strips Emotion Out of Decision Making

FEATURING MICHAEL BATNICK The above chart is courtesy of Michael Batnick, CFA from Ritholtz Wealth Management, and the co-host of the enormously popular “Animal Spirits” podcast. Read our Q&A with him below and if you don’t already, follow him on Twitter @michaelbatnick. Q: Can you tell us a little bit about Ritholtz and what you do … Continued

New Product Announcement: Model Portfolios

We’re excited to announce our most recent, and most requested, product development of this year — Model Portfolios. YCharts Model Portfolios combine the power of Excel with the ease and accessibility of a web-based platform. Select securities, percentage weights, and a benchmark — then analyze your portfolio’s performance, risk, and allocation metrics. Do all of this … Continued

The Marijuana Industry: 5 Ways to Get High Returns

It’s why your hippie neighbor moved to Colorado. It made Richard “Cheech” Marin and Tommy Chong famous. And it just might be your portfolio’s next target industry — it’s marijuana. Marijuana is no longer taboo. In fact, it’s quickly becoming the opposite. Marijuana is legal for medical use in 30 U.S. states (plus D.C.) and legal … Continued

How Research Creates Opportunity in Volatile Markets

2018 is the year of the VIX — everyone’s talking about it and most are afraid of it. For the first time in a while, investors are needing to tap into their fight or flight instincts. And while you may be tempted to choose the latter, there’s a case to be made for fighting. First, a quick … Continued