Posts From Shane Obata

Shane Obata
Shane is an investment Analyst at Richardson GMP Asset Management (Twitter: @ConnectedWealth). His interests include global macro, psychology, history, and politics. Shane recently passed L 3 of the CFA program.
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Bull Market Cycle Update: 3rd Longest Expansion On Record

The current market cycle started back in early 2009 and has been chugging along for over 8 years. While it has not been smooth sailing as both Europe and Japan briefly dipped back into recessions earlier in the recovery, the recovery has nonetheless plodded along, healing the wounds from the…

U.S. Equities 4Q Sector Outlook: Consumer & Health Care

This is the fourth and final article in our sector review series. Today, we shift our focus to the following 3 stock market sectors: Consumer Staples (NYSEARCA:XLP), Consumer Discretionary (NYSEARCA:XLY) and Health Care (NYSEARCA:XLV). Note that this post was written with Chris Kerlow. The headlines have not been favorable in regards…

Technology & Industrials Sector Review & 4Q Outlook

Innovation and technological advancements are changing the world as we know it. These trends are unlikely to fade anytime soon as the internet of things connects more people and devices across the globe. It is not only a privilege to live in these times but also an epic opportunity for…

Commodities Update: What’s Next For Energy & Materials Stocks?

Last week we took a look at interest rate sensitive sectors to kick off our mini-series on core income. In our second edition of the of this series we examine the Commodity sectors: Energy (NYSEARCA:XLE) and Materials (NYSEARCA:XLB) both of which are very sensitive to economic conditions. These sectors tend…

What’s Next For Interest Rate Sensitive Sectors?

Anchoring bias and regret aversion bias are two behavioural investment biases that can impact how an investor views existing holdings or positions. These can lead to preconceived notions or views on a company enduring, even when the available information has changed. Or the desire to not feel regret by crystalizing…

Can Earnings Growth Save An Overvalued Equity Market?

This post was written with Craig Basinger. Markets calmed down last week after seeing a brief return of volatility that certainly raised some eyebrows. One aspect that has provided stability despite higher geopolitical risks has been the underlying company fundamentals. We are coming off one of the better Earnings Seasons…

What Market Cycles Are Saying About This Bull Market

This post was written with Craig Basinger. Few would disagree that there is a lot to worry about these days. Venezuela appears to be on the edge of collapse. North Korea tensions have been on the rise, only to fade in part thanks to rising civil unrest in the United…

Uncovering Value: Price Discovery And Irrational Investing Behavior

This post was written with Chris Kerlow and Craig Basinger. The essence of money management can be encapsulated in searching for investments that are trading below their intrinsic value. In theory, it works like this:  Buying these companies low, and as the market comes around to realize their intrinsic value,…

From Herd Behavior to GroupThink to Market Bubbles

This post was written with Craig Basinger. The human species learned long, long ago that sticking together is a good thing. During our evolution, larger numbers provided safety from predatory animals and other groups of humans. While this may sound abstract today given the lack of dangerous animals looking to…