A Morningstar study published last year found that in the U.S. women run a measly 2% of the mutual fund industry’s assets, reports an article in last week’s Barron’s. The…
Category: All
For all our posts.
"Irrational Exuberance" Revisited
This past Monday marks the twenty-year anniversary of former Fed chairman Alan Greenspan’s famous speech in which he used the phrase in reference to then-stretched equity valuations. In last week’s…
U.S. Stocks Show Increased Global Footprint
The post-election market rally coupled with the strength of the U.S. dollar has increased the share of U.S. stocks as a percentage of the global economy, according to this week’s…
The Trump Rally, Market Timing and Picks
The post-election surge in stocks underscores the risk inherent in trying to time the market. In a recent article for TheStreet, Validea CEO John Reese discusses how investors, by “falling…
Big Data Doesn’t Automatically Mean Big Investment Returns
The quant craze in investing doesn’t come without its own set of challenges, says a recent Bloomberg article. As hedge funds delve headlong into the data world to hoist up…
Siegel Says Rally Has Legs
The stock market boost fueled by the Trump victory will probably continue through December, says Wharton professor Jeremy Siegel in a recent interview with CNBC. “When you have all the…
Sectors are Decoupling After Election
As the stock market rally continues to chug along in reaction to the Trump victory, sectors are shifting away from the lockstep movement that has been the norm over the…
Does the Market Trust Trump?
“Reading market movements—such as the steep rise in stock prices in the early post-election days as well as the subsequent ups and downs—requires a Rosetta stone,” writes Harvard economics professor…
Dow Prediction is Getting Close
Back in 2012, when the Dow Jones Industrial Average was at 12500, Seth Masters of asset manager AllianceBernstein predicted that it would reach 20000 by the decade’s close. This according…
The Trump Victory and the Small-Cap Reversal
While over the past ten years large-cap stocks have outperformed small-caps, the recent election upset caused a rally in the latter and added complexity to the relationship between the two.…