October 2023 | Equity Commentary November 14, 2023
Third Quarter 2023 | Fixed Income Commentary October 24, 2023
September 2023 | Equity Commentary October 11, 2023
August 2023 | Equity Commentary September 21, 2023
July 2023 | Equity Commentary August 16, 2023
Second Quarter 2023 | Fixed Income Commentary July 27, 2023
June 2023 | Equity Commentary July 11, 2023
May 2023 | Equity Commentary June 13, 2023
April 2023 | Equity Commentary May 12, 2023
Banking Crisis, 2023 Edition: New Risks, But Important Offsets | Quarterly Conference Call April 26, 2023
First Quarter 2023 | Fixed Income Commentary April 18, 2023
March 2023 | Equity Commentary April 11, 2023
March Madness: Part Two – Bracket Busters March 21, 2023
February 2023 | Equity Commentary March 16, 2023
March Madness March 13, 2023
Jason Benowitz Featured on TD Ameritrade Network “PYPL, UHAL/B: Finding “Recession Resistant” Stocks” March 8, 2023
January 2023 | Equity Commentary February 15, 2023
2023 Outlook | Quarterly Conference Call February 3, 2023
December 2022 | Fixed Income Commentary January 27, 2023
December 2022 | Equity Commentary January 12, 2023
November 2022 | Equity Commentary December 13, 2022
October 2022 | Equity Commentary November 8, 2022
U.S. banks’ key performance metric set to turn around in second half September 15, 2022
PayPal shares jump on Elliott’s $2 bln stake, annual profit guidance raise August 3, 2022
Analysis: Amazon has a Prime edge over Walmart: richer customers August 1, 2022
Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners July 11, 2022
Best Buy earnings expected to fan inflation gloom gripping America’s retailers May 24, 2022
Best Buy sees bigger drop in annual sales on inflation hit May 24, 2022
Tech Goes From Haven to Hazard as Investors Fear Recession April 7, 2022
Megacap Tech Stocks Still Have Lots of Fans After Historic Run January 5, 2022
Walmart veteran Biggs to step down as CFO next year December 1, 2021
Here Are The Winners of Metaverse Buzz November 18, 2021
Musk sells nearly $7 bln worth of Tesla shares this week November 15, 2021
Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks November 4, 2021
Walmart’s Flipkart raises fresh funds for $38 billion valuation as IPO looms July 12, 2021
Corporate Buybacks Gain Steam With Banks Poised to Boost Buying July 6, 2021
Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
Jason Benowitz Featured in TD Ameritrade Network “On the State of the Economic Recovery” February 12, 2021
Reddit Mania Overshadows Outstanding Earnings Season for Tech February 6, 2021
December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says” December 21, 2020
“Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg December 15, 2020
After a Challenging Year, It’s Time to Prepare for 2021 December 8, 2020
“Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
Weighing the Impact of a Historic U.S. Presidential Election October 1, 2020
“Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
The 2020 Retirees’ Dilemma: Low Yields, Low Income August 19, 2020
May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events” May 27, 2020
Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains” May 25, 2020
Financial Planning Opportunities in Times of Market Upheaval March 31, 2020
Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
Jason Benowitz, CFA was quoted in the Wall Street Transcript’s article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager” December 16, 2019
Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck” October 22, 2019
Jason Benowitz, CFA appeared on CNBC October 11, 2019
September 2019 The Bulletin: “IRAs and Retirement: What You Need to Know” by Victoria Fillet September 12, 2019
August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments July 22, 2019
July 16, 2019: Jason Benowitz, CFA appeared on CNBC July 16, 2019
July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings” July 16, 2019
Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation July 9, 2019
May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs” May 23, 2019
May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It’s the Expansionary Phase” May 3, 2019
April 25, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “UK regulator blocks Sainsbury’s $9.4 billion takeover of Walmart’s ASDA” April 25, 2019
April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO” April 22, 2019
March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies March 19, 2019
Feeling unwelcome, Amazon ditches plans for New York hub February 14, 2019
Is Apple too big to fail? Let’s hope so as failure would be catastrophic. January 29, 2019
October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning October 10, 2018
June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network July 5, 2018
Medical device maker Stryker says not in talks to buy Boston Scientific June 13, 2018
Best Buy online growth slows, overshadowing strong earnings May 24, 2018
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October 2023 | Equity Commentary November 14, 2023
Third Quarter 2023 | Fixed Income Commentary October 24, 2023
September 2023 | Equity Commentary October 11, 2023
August 2023 | Equity Commentary September 21, 2023
July 2023 | Equity Commentary August 16, 2023
Second Quarter 2023 | Fixed Income Commentary July 27, 2023
June 2023 | Equity Commentary July 11, 2023
May 2023 | Equity Commentary June 13, 2023
April 2023 | Equity Commentary May 12, 2023
Banking Crisis, 2023 Edition: New Risks, But Important Offsets | Quarterly Conference Call April 26, 2023
First Quarter 2023 | Fixed Income Commentary April 18, 2023
March 2023 | Equity Commentary April 11, 2023
March Madness: Part Two – Bracket Busters March 21, 2023
February 2023 | Equity Commentary March 16, 2023
March Madness March 13, 2023
January 2023 | Equity Commentary February 15, 2023
2023 Outlook | Quarterly Conference Call February 3, 2023
December 2022 | Fixed Income Commentary January 27, 2023
December 2022 | Equity Commentary January 12, 2023
November 2022 | Equity Commentary December 13, 2022
October 2022 | Equity Commentary November 8, 2022
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Jason Benowitz Featured on TD Ameritrade Network “PYPL, UHAL/B: Finding “Recession Resistant” Stocks” March 8, 2023
U.S. banks’ key performance metric set to turn around in second half September 15, 2022
PayPal shares jump on Elliott’s $2 bln stake, annual profit guidance raise August 3, 2022
Analysis: Amazon has a Prime edge over Walmart: richer customers August 1, 2022
Nasdaq Win Streak Is Fueled by Tech Losers Turning Into Winners July 11, 2022
Best Buy earnings expected to fan inflation gloom gripping America’s retailers May 24, 2022
Best Buy sees bigger drop in annual sales on inflation hit May 24, 2022
Tech Goes From Haven to Hazard as Investors Fear Recession April 7, 2022
Megacap Tech Stocks Still Have Lots of Fans After Historic Run January 5, 2022
Walmart veteran Biggs to step down as CFO next year December 1, 2021
Here Are The Winners of Metaverse Buzz November 18, 2021
Musk sells nearly $7 bln worth of Tesla shares this week November 15, 2021
Micron Earnings to Shed Light on Rare Weak Spot in Chip Stocks November 4, 2021
Walmart’s Flipkart raises fresh funds for $38 billion valuation as IPO looms July 12, 2021
Corporate Buybacks Gain Steam With Banks Poised to Boost Buying July 6, 2021
Jason Benowitz Featured in Reuters “US STOCKS-Wall St ticks lower in choppy trading ahead of Fed minutes” April 8, 2021
Jason Benowitz Featured in TD Ameritrade Network “On the State of the Economic Recovery” February 12, 2021
Reddit Mania Overshadows Outstanding Earnings Season for Tech February 6, 2021
December 2020: Jason Benowitz, CFA Appeared on CNBC: Investors will be pleased U.S. stimulus package has passed, strategist says” December 21, 2020
“Wall Street Braces for 2021 Oddity: Tech Stocks in the Back Seat” Jason Benowitz’s commentary featured in Bloomberg December 15, 2020
“Clash of consoles: New PlayStation and Xbox enter $150 billion games arena – fight!” Jason Benowitz’s commentary featured in Reuters November 30, 2020
“Crown shareholders express patience amid activist pressure for fiber sale” Jason Benowitz’s commentary featured in DealReporter August 26, 2020
May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events” May 27, 2020
Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains” May 25, 2020
Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy warns of profit, sales hit on coronavirus fallout” February 27, 2020
Jason Benowitz, CFA was quoted in the Wall Street Transcript’s article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager” December 16, 2019
Jason Benowitz, CFA was quoted in the article, “Software Stocks in Free Fall With ServiceNow Results on Deck” October 22, 2019
Jason Benowitz, CFA appeared on CNBC October 11, 2019
August 20, 2018 Press Release: Steven Wasserman and Nicki Price Adams Join Roosevelt Investments July 22, 2019
July 16, 2019: Jason Benowitz, CFA appeared on CNBC July 16, 2019
July 16, 2019: Jason Benowitz, CFA was quoted in the article, “US STOCKS-Wall Street muted after mixed bank earnings” July 16, 2019
Roosevelt Investments Donates $60,000 to the ICCFA Educational Foundation July 9, 2019
May 23, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Best Buy keeps full-year view, warns of higher prices from more tariffs” May 23, 2019
May 3, 2019: Jason Benowitz, CFA was quoted in the Bloomberg article, “If This Is a Tech Bubble in Stocks, It’s the Expansionary Phase” May 3, 2019
April 25, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “UK regulator blocks Sainsbury’s $9.4 billion takeover of Walmart’s ASDA” April 25, 2019
April 22, 2019: Jason Benowitz, CFA was quoted in the Reuters article, “Kraft Heinz hires global brand expert Patricio as CEO” April 22, 2019
March 19, 2019 Press Release: Roosevelt Investments Announces Dynamic New Collaboration with The Foresight Companies March 19, 2019
Feeling unwelcome, Amazon ditches plans for New York hub February 14, 2019
Is Apple too big to fail? Let’s hope so as failure would be catastrophic. January 29, 2019
October 10, 2018 Press Release: Roosevelt Investments Acquires Value Architects Asset Management and Blueprint Financial Planning October 10, 2018
June 25, 2018: Jason Benowitz, CFA appeared on TD Ameritrade Network July 5, 2018
Medical device maker Stryker says not in talks to buy Boston Scientific June 13, 2018
Best Buy online growth slows, overshadowing strong earnings May 24, 2018
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January 21, 2021
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