“An election is coming. Universal peace is declared, and the foxes have a sincere interest in prolonging the lives of the poultry.”- George Eliot
Q3 is always a rocky one and it lived up to its name by producing more volatility than we have seen all year. As we turn the page to the final quarter of the year, questions abound about if the market can keep up the bull run or if it’s been fatally wounded by a slowing economy and weakening labor market. The looming elections are causing anxiety levels to reach full panic mode for many investors; however, we temper that fear as elections matter much less to markets than they do to us personally. We argue the bull market is still alive and well, and we survived the weakest quarter of the year setting up for a year-end rally post-election.
Victoria Greene, founding partner & chief investment officer at G Squared Private Wealth, expects a 25 basis point rate cut and prefers Dell and Palantir, highlighting a data center REIT as a strong AI play.
Portfolio construction is a delicate balance of diversification vs. conviction. Often the proper allocation is driven by Modern Portfolio Theory (MPT) and an efficient frontier, which was developed in 1952 by Harry Markowitz in his dissertation on Portfolio Selection.
Victoria Greene, founder and CIO at G Squared Private Wealth, joins ‘Closing Bell Overtime’ to discuss how investors should position themselves as the S&P 500 wraps up its worst week of the year.
CNBC Worldwide Exchange – NVIDIA’s Results are Massively Consequential for the Market – Victoria Greene, founder and CIO of G Squared Private Wealth, joins ‘World Wide Exchange’ to discuss how NVIDIA’s results are crucial for the market, with significant impact expected.
CNBC Closing Bell – Dow Jones Notches Another Record Close – Victoria Greene, G Squared Private Wealth CIO, joins ‘Closing Bell Overtime’ to talk the market’s record trading day.