Published in Forbes April 28, 2020
Written by Gerry Frigon
Forbes Finance Council
Capital market mechanisms are in danger of destruction by the hidden byproducts of exchange-traded funds (ETFs), and passive vehicles in general, that have spread across the system. The primary problem is these vehicles claim to provide liquidity where liquidity doesn't...
Wednesday, April 15, 2020
Investment Climate April 2020: Crazy but insightful times!
As we write this quarter’s Investment Climate, hunkered down under orders from authorities to “shelter in place” in an attempt to “flatten the curve” of the COVID-19 virus outbreak, we can only describe the current investment climate as unprecedented. We have already spent a fair amount of writing time penning comments on our views about...
Monday, April 06, 2020
Still Pushing Back
On March 23rd we posted a piece "It's Time For A Pushback". In it, we argued that shutting down the economy, and thereby creating severe economic hardship, can cost lives as it tends to harm the most economically vulnerable most severely; those at the lowest levels of the socio-economic ladder. We usually are pretty benign in our commentaries,...
Monday, April 06, 2020
Don't own Zoom? Here's the next best bet: fund manager
Reuters, Posted April 3, 2020
Buy stocks of software companies that boost business efficiency such as AudioCodes, whose technology helps power Zoom and Skype, says growth fund manager Gerry Frigon of Taylor Frigon Capital Management. CLICK HERE for interview
Disclosures: Please remember that past performance may not be indicative of future results....
Thursday, April 02, 2020
QUICK TAKE: ETFs Exacerbate Market Volatility
Trader's Magazine posted THIS article yesterday, April 1, 2020 by John D'Antona Jr.
Stock gyrations might not be the only thing pushing equity prices around.
ETFs – exchange-traded funds – which are baskets of individual stocks that are traded are tossing prices around and exacerbating volatility like a ship on the water during a hurricane.
In...
