Investment Strategy

While the MSCI China Index has been the best performing country index year-to-date (YTD) (+23%), concerns that the rally in emerging market (EM) equities may be over is premature. First, YTD, broader EM (+14.0%) and Asia EM (+15.3%) have underperformed the S&P 500 (+16.4%)*. Second, over the last year, China, EM Asia, and EM broadly […]

Sitting here in limbo But I know it won’t be long Sitting here in limbo Like a bird without a song Well, they’re Putting up resistance But I know that my faith Will lead me on. . . . Jimmy Cliff, 1971 (In Limbo) Clearly I have been “sitting here in limbo” for the last […]

“Ark Invest” is a money management firm that manages money in ETFs, mutual funds, and separately managed accounts. Ark believes that innovation is the key to growth and alpha. Consequently, ARK focuses on disruptive innovation and offers strategies to investors who seek to capture long-term capital appreciation and alpha. Ark’s CEO and chief investment officer […]

Last Friday I spoke to a number of money managers. One of the attendees was Linda Bradford Raschke, a professional trader, who used to trade on the Pacific and Philadelphia Stock Exchanges, founded a number of hedge funds, well you get the idea. She has written a book, which she signed and gave to me, […]