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    Tesla has been the Excalibur sword that active investors needed to fight the growing passive industry over the last four months. With the stock excluded from most indexes due to lack of profitability and float limitations, it has been one of the big market cap names that active investors could invest in for outperformance. While an investment in Tesla was problematic for active investors from 2014 thru 2019, the electric car maker has shifted gears in the last few months with over-weighted owners now rejoicing. Recent momentum in the name has lifted the stock 250% since October.

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    We recently hosted a 2019 Market Review & 2020 Outlook with Blaine Rollins, CFA, author of our popular 361 Weekly Research Briefing. We had several interesting questions come in from attendees so we thought we would use this week’s blog to share Blaine’s responses.

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    As a student of the capital markets, I tend to group stock market events in memorable periods of time. An easy time frame to reflect upon is a decade and then working backward over the past century, ignoring detail and nuance. In other words, it’s easy to summarize each decade with only a few words.

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    As the holiday shopping season kicked into high gear with Black Friday and Cyber Monday, markets will be watching sales reports closely, especially with the fewest possible days between Thanksgiving and Christmas. So, we thought it would be interesting to focus in on some of the current trends in retail and take a look at what the stock market is seeing.

  • Time to Consider the Alternatives  

    The current bull market is the longest in history. So too, is the U.S. economic expansion. As those record-breaking streaks continue, it is hard for investors to remember that big losses can — and do — happen. It’s even harder to convince investors to prepare for them in advance.