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How Crowded Are Tech Stocks?

The recent sell-off in technology, especially among FAANG stocks, led to renewed comparisons of the tech sector today to that of the dot-com bubble era. But that might be a stretch, says Nicolas Rabener.

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What Cheesesteaks Can Tell Us About the Markets

Another election is in the books. And the pollsters proved pretty accurate this go-round, with few surprises from the ballot box. We were left with two major takeaways from the 2018 midterm elections. One is that Democrats will be in charge of the House in January. The other is that Republicans held on to the […]

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Factor Investing in Micro and Small Caps

Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?

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