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March Model Signals

After trending towards Large Cap for several months, Northlake's Market Cap model triggered a Large Cap signal for March. None of the underlying economic, interest rate, or technical factors individually…

Schwab Lowers Trading Costs

I received an email from Schwab today announcing that they are lowering commission charges for clients with $50,000 to $1,000,000 in assets at Schwab. The accounts do not all have…

CETV Management in U.S.

Over the lunch hour today, I listened to a presentation by CETV management to clients of Jefferies and Company brokerage firm. The CEO is based in NY but the London…

February Model Signals

Northlake's Market Capitalization and Style models held firm for February with Mid Cap and Value signals. The Market Cap model continued its drift toward large cap and is about as…