News
Our location, although remote, has not prevented us from being nationally recognized for our performance through the years. We have earned recognition by The Wall Street Journal, The New York Times, Barron’s and USA Today. Members of our team are also frequent guests on CNBC, Fox Business, Bloomberg Television and local news stations.
Market Views
From Irrational Exuberance To Deep Pessimism
After hitting an all-time high on January 3, 2022, the S&P 500, a broad measure of the stock market, lost 18% as of Friday, May 20th. The technology-heavy NASDAQ tumbled 28% from its recent peak.
Market Views
Our Take On The Impact Of The Russia-Ukraine Conflict
As the world grapples with the uncertainties of a major war in the heart of Europe, it is essential to realize that we will be facing more volatile markets ahead. However, if history is any guide, the long-term impact on markets should be manageable.
Market Views
2022 Economic Outlook
A Long-Range Economic Look at the Year 2022
Every year-end since our founding, our team conducts an in-depth analysis of the U.S. economy and financial markets to develop an Annual Economic Outlook. This forecast serves as a blueprint for our investments throughout the year.
Market Views
Investing Based On Presidential Candidates: MINING FOR FOOL'S GOLD
As mentioned on WHIO TV
It might seem obvious to over or under-weight stocks or industries based on who is president. However, our research shows this may not be a winning strategy and, could in fact be harmful to a portfolio.
Market Views
US markets will probably trade higher into the end of 2019: Investor
Barry James of James Investment Research says U.S. markets will likely trade higher because the economy is doing "okay" and market momentum is "steady." He also weighs in on Tesla's earnings report.
Market Views
Impeachment process uncertainty will add more volatility: Strategist
CNBC's "Power Lunch" team discusses markets with Brian Gardner of KBW, Barry James of James Investment Research, and Victoria Fernandez of Crossmark Global Investments.
Market Views
Rely less on ETFs and more on stock positions: BMO's Brian Belski
Barry James, James Investment Research, and Brian Belski, BMO Capital Markets, join 'The Exchange' to discuss the state of the stock market as it faces its 3rd straight weekly drop.
Market Views
Portfolio manager Barry James say markets have priced in US-China trade deal
Barry James, James Investment Research president, and Alicia Levine, BNY Mellon Investment Management, joins 'The Exchange' to discuss their expectations for a U.S-China deal.
Market Views
Opportunity in today's market
James Advantage Funds CEO Barry James and Andy Brenner of National Alliance Securities discuss where to put your money in today's markets.
Market Views
Money to be made in bonds: Pro
Discussing if recent volatility is healthy for the markets, with Barry James, James Advantage Funds, and Barbara Reinhard, Credit Suisse. James also gives 3 stocks he is buying now.
Market Views
Dow erases 2014 gains
James Advantage Funds CEO Barry James, Lido Isle Advisors president Jason Rotman, FBN's Charlie Gasparino, and David Chalupnik of Nuveen Asset Management discuss the state of the markets.
Market Views
Should investors avoid IPOs
James Advantage Funds CEO Barry James on the stocks to boost investors' portfolios.