RESEARCH
Blue Marlin Advisors – Is the Market Fully Priced?
US risk asset markets (stocks) continue to act well overall but the question now begs whether stocks are now fully...
Blue Marlin Advisors – The Trump trade is on!
U.S. equity indices and other risk assets soared after Donald Trump was re-elected as President and the Federal Reserve cut...
Blue Marlin Advisors – Investors pile into markets in years following US elections
On average, investors tend to pile back into US stocks in the year following a US Presidential election. It's an...
Blue Marlin Advisors – All eyes on U.S. elections, FOMC
Most U.S. equity indices finished lower as investors digested a slew of mixed economic and corporate earnings reports. The S&P500 and...
Blue Marlin Advisors – Using the Dollar Cost Average Technique
Dollar-cost averaging is an investment strategy where one invests a fixed amount regularly, regardless of the asset's price, to reduce...
Blue Marlin Advisors – Time to Hedge Portfolios Into the Election?
Lots of unknowns are ahead for investors in the first half of November. What does that mean for investors' portfolios?...
Blue Marlin Advisors – PHLX Semiconductor index plunges
U.S. equities fended off notable semiconductor weakness to finish the week positive, with small-caps outperforming due to financial sector strength....
Blue Marlin Advisors – Consider Thematic-Based Investments
Investors might consider theme-based investments to capitalize on long-term trends such as technological advancements or demographic shifts, which can drive...
Blue Marlin Advisors – Let’s Benefit from Inflation
The vast majority of portfolios are not set up to profit (much less prosper) from higher inflation. In fact, most...
Blue Marlin Advisors – Big Changes Coming for Sector Fund
Today, the top 10 companies in the S&P 500 make up 33.9% of the index’s weight, and just 31 enterprises...
Blue Marlin Advisors – Invest for Growth & Mitigate Risk
The US Stock market tends to rise over time, but the drawdowns along the way can severely derail investor's goals....
Blue Marlin Advisors – Quality and income are the next ‘growth’
While everyone on the Street has been talking about AI, utilities have been quietly gliding up. The sector is up...