Karina Kovalcik

Karina Kovalcik is a new rising star in quantitative finance. She joined Chaikin Analytics in 2018 after receiving her degree in economics at Yale University. In school, Karina studied under Nobel Prize winners Robert Shiller and William Nordhaus. Karina uniquely combines her analytical and technical perspectives to find high-impact investment ideas. She specializes in applying pattern recognition to the technical-analysis tools presented in the Chaikin Analytics platform.

The ‘Most Expensive Sport in Investing’ Is Too Popular Right Now

A new, worrying narrative is popping up in the financial media… In short, many so-called experts have started recommending “bottom fishing.” Bottom-fishing is exactly what it sounds like. It’s the practice of buying supposedly cheap and beaten-up companies in hopes that they’ll turn around and lead you to profits. But of course, it doesn’t always …

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Beware the Recent Bounce in Bond Funds

If you’re a chart junkie like I am, you might’ve noticed a significant bounce recently… In short, government bonds rallied off their mid-June lows. The iShares 20+ Year Treasury Bond Fund (TLT) is up roughly 7% from its June 14 low. That’s a big move for a long-duration exchange-traded fund (“ETF”). Shorter-duration government-bond ETFs like …

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California’s ‘Inflation Relief’ Checks Are Wrongheaded

Folks, the U.S. is on fire in terms of inflation… The year-over-year increase in the Consumer Price Index recently reached 8.6%. That’s the highest level since December 1981. And yet, California thinks we should try to put out the biggest inflation fire in more than four decades with more gasoline. I’m not kidding… By gasoline, …

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The Other Side of Rising Interest Rates

Editor’s note: The markets and our Chaikin Analytics offices will be closed Monday, June 20, in observance of the Juneteenth holiday. Because of that, we won’t publish the Chaikin PowerFeed e-letter. Look for your next issue on Tuesday, June 21. Interest rates are on the move yet again… Almost everyone has talked about interest rates …

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Stealth ‘ESG’ Scams Can Kill Your Returns

Maybe you missed this Wall Street Journal headline in early June… Frankly, this kind of thing is common in the grand scheme of finance. But the reason behind this particular resignation doesn’t happen every day… You see, Asoka Woehrmann was the chief executive of Deutsche Bank’s funds arm, DWS, until last Thursday. That’s when he …

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High Fuel Prices Won’t Stop Summer Travel

The nightmares are becoming more common… I’m a member of a Facebook group with about 1.2 million international female travelers. And in recent weeks, it’s clear that folks are having more trouble getting around… You see, every third post seems to involve some kind of travel horror story. Airlines are rescheduling flights left and right. …

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The Hidden Message in the VIX

Most folks don’t understand how the Volatility Index (“VIX”) really works… Like many financial tools, it’s somewhat convoluted. Most people think the VIX measures the current volatility of the market. But in reality, the VIX actually measures how much volatility investors expect over the next month. Essentially, the Chicago Board Options Exchange designed a formula …

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