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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Crude Oil Market Review And Outlook For 2H 2017

This post was written with Chris Kerlow of Richardson GMP. Crude Oil: A lot Can Change In Just 3 Years… In the 1st half of 2014, the outlook for oil was bright. Prices were rising, companies were investing and free cash flow was gushing. The good times were expected to…

Market Cycle Insights: How Old Is This Bull Market?

This post was written with Craig Basinger of Richardson GMP. Most investors approach the asset allocation decision in what we would call the traditional approach. Determine your long term objectives, liquidity needs and risk tolerance, then select an asset allocation that has historically been a good match for reaching those goals….

How Traders Can Profit Off Volume Spikes

This post was written with Derek Benedet of Richardson GMP. A common saying for investors is that volume tends to lead price. By volume, we mean the number of shares traded from one owner to another in a single day. High volume days are evidence that an increased number of…

Active vs Passive Investing: Success Drivers

This post was written with Craig Basinger of Richardson GMP. It was the best of times, it was the worst of times – Charles Dickens penned so many years ago. Well, for active managers this appears to be the worst of times based on the S&P SPIVA reports and fund…

Historically Low Volatility Index (VIX) Isn’t Telling Entire Story

This post was written with Craig Basinger of Richardson GMP. Earlier this week the VIX Volatility Index (INDEXCBOE:VIX,), which measures U.S. equity market volatility, moved below 10. Crazy, eh? The VIX measures the implied market volatility being priced into a basket of call and put options on the S&P 500….

2017 Equity Market Insights: Do Valuations Matter?

This post was written with Craig Basinger of Richardson GMP. The Market Multiple This is generally understood to be the price of the equity index divided by the aggregate earnings of the index constituents. The price is the easy part, it is the index level, while the earnings are the…

Investors: The Downside Of ‘Loss Aversion’

I co-wrote this post with Craig Basinger of Richardson GMP. You own 1,000 shares each of company A and B, each originally purchased for $100. Since buying, company A has declined to $80 and company B has risen to $120. If you need to raise some cash then which one do…

Are ETFs Driving The Market’s Herding Mentality?

This post was written by Craig Basinger of Richardson GMP. There is no question Exchange Traded Funds (ETFs) have exploded in popularity. They offer many benefits to investors and their merits are well known. There is also rising evidence ETFs are changing the structure of the markets and how investors…

2017 M&A Activity: Factors, Implications, & Sectors To Watch

This post was written by Craig Basinger of Richardson GMP. In 2015, a new all-time record was set for the dollar value of worldwide mergers and acquisitions (M&A), at an impressive $5.7 trillion. This bested the previous record of $4.9T in 2007 and made the M&A binging late in the…