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Helping Equity Portfolio Managers and RIA Wealth Managers Achieve Success
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Articles by Jim
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Kailash Concepts is Seeking Senior Equity Sales for NY/CT/NJ Region
Kailash Concepts is Seeking Senior Equity Sales for NY/CT/NJ Region
Title: Senior Equity Salesperson for a Quantimental Research Offering Opportunity: Kailash Concepts is seeking a…
Activity
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A nightmare for portfolio managers - when equities, bonds and gold suddenly march in the same direction. Therefore, many investors turn to Private…
A nightmare for portfolio managers - when equities, bonds and gold suddenly march in the same direction. Therefore, many investors turn to Private…
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Our much-loved Valley course rested quietly last month, forming a natural divide between the Dunluce and the town, while the third and fourth holes…
Our much-loved Valley course rested quietly last month, forming a natural divide between the Dunluce and the town, while the third and fourth holes…
Liked by Jim Rocchio
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My thesis: AI 🤖 will replace 80% of all fund management jobs. You just need to pick a number: over 5, 10 or 20 years! Ever since I heard the…
My thesis: AI 🤖 will replace 80% of all fund management jobs. You just need to pick a number: over 5, 10 or 20 years! Ever since I heard the…
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The table below is featured in our piece "Tackling Technology's Earnings Elephant" ↓ https://lnkd.in/ef6uCHnu It illustrates that Investors in Tech…
The table below is featured in our piece "Tackling Technology's Earnings Elephant" ↓ https://lnkd.in/ef6uCHnu It illustrates that Investors in Tech…
Liked by Jim Rocchio
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U.S. Corporate Margins are making all-time highs while #Europe's are flat The end of American Exceptionalism??? Source: Barchart, Blackrock
U.S. Corporate Margins are making all-time highs while #Europe's are flat The end of American Exceptionalism??? Source: Barchart, Blackrock
Liked by Jim Rocchio
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I am excited to share with you the latest episode of my podcast series, THE Q FACTOR. This conversation features my friends and Professors Feng Gu…
I am excited to share with you the latest episode of my podcast series, THE Q FACTOR. This conversation features my friends and Professors Feng Gu…
Liked by Jim Rocchio
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Following the Bull can lead to accidental soiling of the shoes! Watch out of those fresh cow pies! We need to maintain perspective and not allow…
Following the Bull can lead to accidental soiling of the shoes! Watch out of those fresh cow pies! We need to maintain perspective and not allow…
Liked by Jim Rocchio
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#Reddit has emerged as the primary source of #AI-generated online content, with large language models (LLMs) citing it in 40 percent of instances…
#Reddit has emerged as the primary source of #AI-generated online content, with large language models (LLMs) citing it in 40 percent of instances…
Liked by Jim Rocchio
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US equities (excluding the Magnificent 7!) continue to trade at a significant premium — despite essentially flat earnings growth since 2022. So the…
US equities (excluding the Magnificent 7!) continue to trade at a significant premium — despite essentially flat earnings growth since 2022. So the…
Liked by Jim Rocchio
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Great job by my colleagues Vincenzo Testa, CPA , CFP®, ECA & Scott Strohecker, CFP®providing highlights of the OBBBA and how individuals can lower…
Great job by my colleagues Vincenzo Testa, CPA , CFP®, ECA & Scott Strohecker, CFP®providing highlights of the OBBBA and how individuals can lower…
Liked by Jim Rocchio
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Once you hit age 50, there are nine critical milestone ages that could affect how and when you retire, from making the most of catch-up contributions…
Once you hit age 50, there are nine critical milestone ages that could affect how and when you retire, from making the most of catch-up contributions…
Liked by Jim Rocchio
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