investments

Stock Market’s Demise has been Called by Pundits

February 3rd, 2017|by Michael Ashley Schulman, Perspectives|

The demise of the stock market has been called by pundits for almost a year with different reasons cited; an earnings recession, a real recession, expectations of declining margins, Chinese yuan depreciation, rising Donald Trump polls, Brexit, Trump’s win, valuation metrics, upcoming European elections, […]

Investment Themes

April 6th, 2015|by Michael Ashley Schulman, White Papers|

By Michael Ashley Schulman, CFA,

Managing Director, Senior Portfolio Manager at Hollencrest Capital Management,

Note: A variant of this paper was first published in Chapman University, Argyros School of Business and Economics, The Investment Review, Volume 2, May 2015; click here to download a PDF.

A lot happens and changes […]