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August 21, 2019

As a part of the Bull & Bear investment process, often times we will write a detailed investment thesis about trades that we take as a fund. In May, we wrote one about a short position we took in General Electric ($GE) due to what we were finding in...

January 11, 2019

With the increase of volatility continuing in the recent months, we thought it was important to have a Part 2 of what you may want to ask your advisor to drive more alpha in your portfolio. Alpha is the return you create that goes beyond the overall...

November 15, 2018

After a rough October you may be scratching your head wondering where your portfolio stands. Seeing daunting headlines may lead you to consult with your advisor. Make sure to confirm that your risk profile through these volatile times is aligned with...

November 9, 2018

Look, I’m all for companies growing as our domestic economy has shown expansion decade by decade; however, when you  start diving deep into who really has been rising and how fast, it seems to be tough, from a risk reward perspective, to justify putt...

September 25, 2018

With the current bull market at its 10-year anniversary, this is longest bull market in history. Is there complacency yet? So far it looks to be ok with no euphoria insight, and there could still be more upside.

Nonetheless, at current market levels w...

August 22, 2018

Experienced Risk Mitigation Fund Manager, Peter Lucey, and his team have begun inviting investors for the October 1 launch of their new Risk Mitigation Fund, Bull & Bear.

Peter Lucey is an experienced vet as a fund manager, and at just 30 years of age...

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