Lewis Braham

3 days ago | barrons.com | Lewis Braham

It sometimes seems as if the fund industry is always fighting the last war. Money managers launch hedged funds after the market bottoms and is about to soar. They launch tech stock funds when the sector is about to collapse.

3 weeks ago | finance.yahoo.com | Lewis Braham

Leaders with unchecked power can reward or punish companies at their whim, creating an uneven playing field and leading to market uncertainty. There are still investment opportunities.

3 weeks ago | barrons.com | Lewis Braham

The reason Yves Choueifaty avoids Chinese stocks isn’t because of the trade war. It’s that Chinese leader Xi Jinping has virtually unlimited power. To the chief investment officer of Paris-based asset manager Tobam, autocracy itself is China’s crucial risk factor.

1 month ago | barrons.com | Lewis Braham

Were you panicking when the S&P 500 fell 12% from April 2 to April 8—or were you planning your next tax moves? This year’s tariff-induced volatility has provided terrific opportunities to sell your losing stock positions to capture a tax write-off. Those losses can be used to offset taxable capital gains from winning positions—or even to write off up to $3,000 from your personal income taxes if you have no gains to offset. And unused loss write-offs don’t expire at year end.

2 months ago | advisorstream.com | Lewis Braham |Ron Phillips

By Lewis Braham April 4, 2025 Markets hate uncertainty. Yet the risk tolerance of individual investors varies. Some can tolerate more uncertainty than others. A few can even profit from the volatility that chaos brings. President Donald Trump has proved himself to be an agent of chaos with his aggressive tariffs and attacks on government agencies.