The stock market has “some things going for it right now,” says a recent article in The Wall Street Journal, citing rising corporate earnings and economic growth as contributing factors.…
Top Strategist Tells Investors to Focus on Growth
In a recent WealthTrack interview with Consuelo Mack, top-ranked portfolio strategist and co-founder of Cornerstone Macro Francois Trahan shared his insights on market trends and where investors should be focusing…
Market Dominoes Might Be About to Fall
A Morgan Stanley index that tracks correlation among regions and assets classes has reached its peak, which may point to an enduring flight-to-safety by investors. This according to a recent…
Paul Tudor Jones Sees Year-End Rally Spoiled by Fed
In an interview last month with CNBC, famed hedge fund manager Paul Tudor Jones predicted a strong year-end market rally but argued that the Fed’s continued rate hike campaign will…
Howard Marks: Computers Won't Replace the Best Investors
In his recent memo entitled, “Investing Without People” Oaktree co-founder Howard Marks argues that passive and quantitative investing will all help keep markets efficient and reduce costs for investors. This…
Small-Business Optimism Harbors Contrarian Signal
In a recent survey by the National Federation of Independent Business, a record 34 percent of small business owners said that now is a good time to expand, but history…
Rising Rates Hurt Real Estate Stocks
According to a recent article in The Wall Street Journal, the Fed’s rate-hike program is “upending real-estate investment trusts and other stocks with juicy dividend yields that had been thriving…
Swedroe on Active Management in Emerging Markets
In a recent article in ETF.com, BAM Alliance director of research Larry Swedroe debates claims that active management is the “winning strategy” in emerging markets. Citing SPIVA and Morningstar data…
In Private Equity, the Past May Be a Guide to Future Results
A new study supports the notion that private equity and venture capital managers that “do well with one fund are more likely to do well with the next,” according to…
Considerations in Momentum Investing
By Justin J. Carbonneau (@jjcarbonneau) — About a week ago CNBC had a piece that broke down how much the largest, best performing stocks have contributed to the overall market’s…