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Posts by: Sam Levine, CFA, CMT

Cheerio, Europe? Not Yet, and Not Quite

On June 24, 2016 By Sam Levine, CFA, CMT

Global market indexes and the pound sterling plunged today after United Kingdom voters voted to exit the European Union. This highly unanticipated outcome reinforced concerns about the EU’s political stability and creates vast uncertainty about the future of the United Kingdom’s economy, Europe’s second-largest. Toward the end of the market day, six out of the [...]

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The Bear Necessities: The Need to Experience All Kinds of Markets

On January 20, 2016 By Sam Levine, CFA, CMT
BEAR Blog

In 1994, I was given a phone, a desk and a computer terminal at a major brokerage firm’s office in Queens, N.Y., and cut loose to build an investment practice. Though I didn’t have much market experience, I did have plenty of research to draw from and I read voraciously. It didn’t long for [...]

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What’s Driven by Interest Rates

On September 23, 2015 By Sam Levine, CFA, CMT
Interest Rate Key Shows Investment Percent Online

The stock market is clearly influenced by the direction of interest rates, though occasionally it might take a while for the relationship to become apparent. The more expensive it is to borrow funds, the more difficult it’ll be for companies to expand or otherwise take advantage of potential business opportunities.

If margin rates go [...]

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Labor Department Aims to Tighten Standards for Financial Advisers Dealing With Retirement Accounts

On April 24, 2015 By Sam Levine, CFA, CMT
retirement plans rollover 401(k)

On April 14, the Department of Labor, at President Obama’s request, issued proposed new rules for advisers who provide advice on retirement accounts.  The new rules create a quasi-fiduciary relationship between the client and the adviser, provided the investment recommendations concern distributions taken from or residing in a 401(k), Individual Retirement Account or pension plan. [...]

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Exchange Rates and Your Stocks

On January 27, 2015 By Sam Levine, CFA, CMT
exchange window

Fluctuations in exchange rates can have a surprisingly large impact on the investment return for a domestic investor. If you buy an investment that goes up by 10 percent but the home currency declined by 12 percent compared with the dollar, you’ll have a loss on the books rather than a gain.

Studies have [...]

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Swiss Franc Fiasco Has Lesson for Stock Investors Who Place Sell Stop Orders

On January 16, 2015 By Sam Levine, CFA, CMT
place sell stop orders invest rich stock market

On Thursday, Jan. 15, the Swiss National Bank abruptly dropped its efforts to cap the exchange rate of 1.2 Swiss francs per euro. The franc immediately appreciated by 17 percent, causing chaos in the currency markets.

Several currency brokers, as of the time of this writing, are facing gigantic losses and some even liquidation. [...]

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Pricing IPOs for Maximum Heat

On October 20, 2014 By Sam Levine, CFA, CMT
IPO

When a bull market starts getting longer in the tooth and investors believe markets only go up, news about initial public offerings begins to dominate business headlines. The flood starts off with quality companies, but as IPO successes pile up, a frenzy for hot issues inevitably draws out shady oper­ators. Even the most reputable [...]

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TOPICS

  • 529 Plans (1)
  • ADR (1)
  • ADR — American Depositary Receipt (2)
  • Alternative Investments (7)
  • Berkshire Hathaway (7)
  • BetterInvesting (570)
  • BetterInvesting Announcements (266)
  • BetterInvesting National Convention (30)
  • BetterInvesting News (682)
  • BetterInvesting Weekly (421)
  • BINC (11)
  • Bitcoin (1)
  • Bonds (3)
  • Book Review (5)
  • Brexit (1)
  • Business & Finance (564)
  • Business trends for the investor (332)
  • Capital Gains (3)
  • Capitalism (19)
  • Cashless Consumption (1)
  • Closed-end Funds (1)
  • Club Accounting (19)
  • Club Audit (2)
  • Club Taxes (6)
  • Club Treasurer (12)
  • College Savings (2)
  • Commodities (2)
  • Corporate Governance (14)
  • Cryptocurrency (1)
  • Currency (4)
  • Debt (1)
  • Diversification (5)
  • Dividends (27)
  • Doug Gerlach (32)
  • Earnings (10)
  • Economic Growth (10)
  • Education (89)
  • Education Reform (1)
  • Emerging Markets (6)
  • Employment (4)
  • Employment Trends (15)
  • Equity Market (186)
  • Estate Planning (6)
  • ETFs (9)
  • Financial Education (491)
  • FInancial Education for Kids (4)
  • Financial Fest (3)
  • Financial Fraud (2)
  • Financial Literacy (199)
  • Financial Markets (426)
  • FINRA (17)
  • First Cut (1)
  • For Profit Education (3)
  • Foreign Markets (13)
  • Freedom from Debt (2)
  • Funds (8)
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  • Individual Investor (369)
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RECENT POSTS

  • Don’t Break Our Hearts: We Want to See You at the BetterInvesting National Convention, May 16-19, 2019, in Chicago
  • BetterInvesting Weekly Stock Screen 2-4-19
  • Amid Mixed Signals, Maintain Diversified Portfolio of Quality Stocks
  • Betterinvesting Magazine Releases April Stock to Study and Undervalued Stock Choices for Investors’ Informational and Educational Use

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