James St. Aubin on the Misleading Robustness of Consumer Discretionary Stocks
Sierra CIO James St. Aubin argues that the consumer discretionary index is misleading due to the heavy weighting of Amazon and Tesla. Learn why the actual consumer outlook might not be as robust as it seems.
Sierra’s CIO James St. Aubin on Bloomberg Markets
Ivascyn, 53, gets the angst that’s brewing out there but exudes confidence in his strategy. He’s been waiting, he says, for a big-score kind of moment like the one he found back in the late aughts and says he’s finally on the cusp of delivering it to investors. James St. Aubin, chief investment officer at […]
Co-founder David Wright: How to Be a ‘Genius’ in a Bear Market | Bloomberg Wealth (6-16-2022)
“If you’re ever in doubt, or if your brain is saying, ‘What if I just keep holding this stock for a few more days?,’ if you want to be a genius, sell half of your position,” said David Wright, co-founder of Sierra Investment Management. “You’re a genius if the market recovers, because you haven’t sold […]
