Saturday, March 15, 2025
THIS IS AN ARCHIVED PRESENTATION FROM THE ABOVE DATE
PROGRAM INFORMATION
TOPIC 1
ARCHIVE MATERIALS
Callie Cox is the Chief Market Strategist at Ritholtz Wealth Management and the author of OptirmistiCalllie, a newsletter of Wall Street-quality research for everyday Investors. She’s passionate about teaching everyday investors the power of investing for their wallets and their lives. Prior to joining Ritholtz, Callie was the head of US research at eToro, one of the world’s biggest social investing brokerages. Prior to eToro, she was on research teams at Ally Invest, LPL Financial, and TABB Group. She’s a Business Insider contributor, and her work has been featured in major publications such as CNBC, Bloomberg, the Financial Times, Yahoo Finance and Barron’s. She frequently shares market analysis on Twitter at @callieabost, and on Linkedin/Bluesky.
Mood swings: why market sentiment matters in investing
Summary: Ask any market expert out there, and they’ll tell you that markets follow profits and economic prosperity over time. While that’s technically true, I’ve got a better explanation for the daily ups and downs: mood swings. If you learn to track the market’s mood, you can better understand its movements – and your own behavioral tendencies – over time.
Attend this talk and learn…
TOPIC 2
ARCHIVE MATERIALS
Jack Bowers drew on his personal interest in investing and desktop publishing and a career at Hewlett-Packard to start the Fidelity Monitor newsletter in 1986. From those beginnings, he is now the CEO of Independent Fidelity Investors Inc., which publishes two newsletters, Fidelity Monitor and Fidelity Insight. He also serves as chief investment strategist of Weber Asset Management and CEO of Bowers Wealth Management Inc. Among newsletters tracked by the Hulbert Financial Digest, Fidelity Monitor is one of the top risk-adjusted performers over the last 20 years. Bowers has appeared on the Forbes Newsletter Honor Roll twice. He holds a bachelor’s degree in electrical engineering from Washington State University.