…for stocks, amid the Fed’s hawkish threats, continued supply chain disruptions and new Covid lockdowns in China. As co-founder of DataTrek Research Nicholas Colas puts it, “…the valuation of any…
Search Results for: covid-19
The Best Portfolio For A Bear Market
…have after the subprime mortgage crisis. Covid isn’t gone yet; variants are still spreading around the world, especially in China where the IMF just cut its growth forecast to 4.4%….
The Good, Bad and Ugly of Trend Following
…trend following model. If you remember back to the Spring of 2020 during the depths of COVID pandemic, the market fell tremendously over about a month but in late March…
Sell In May & Go Away Might Be The Best Strategy This Year
The old adage “Sell in May and go away” might be especially true this year, posits an article in Barron’s. As the war in Ukraine rages on, inflation rises, Covid…
Why Are Economists Worried When The Economy Is Booming?
…“The biggest unknown is global supply chains and how we manage all of those because it’s contingent on Chinese Covid policy and a war in Europe,” Green says. So while…
Challenges for the 60/40 Balanced Investor in Today’s Market
…worthy of consideration. For example, take early 2020 when the markets were reeling from COVID and the risks it presented to the global economy. A 60/40 would have seen stocks…
2022’s Dogs of the Dow
…brings in 40% of their overall revenue. 7. Amgen (Dividend Yield: 3.5%): Though largely absent from the Covid-19 vaccine playing field, Amgen also faces patent expiration complications. 6. Merck (Dividend…
Quant Pioneer Asness Says It’s Too Early To Gloat
…market is finally catching up to his belief that the value trade is worthwhile. But value only really started recovering in late 2020 in the wake of the Covid vaccine…
Investors Should Add Value & International Stocks in 2022
…The outlook also stated their belief that macroeconomic policy would be the dominant force in business activity in 2022, even more so than Covid-19. While growth and tech stocks have…
Expect A More Volatile Environment In 2022
…will continue from Covid variants, remaining supply-chain issues, and reduced monetary support, those issues will be offset by looser financial conditions, income growth and growth in the construction industry, greater…