Looking at Market Share in Four Ways
A recent Nasdaq article offers a brief overview of the composition of the U.S. stock market and outlines four ways to look at how large, small and microcap companies contribute…
Hulbert: Some Value Stocks are Still Beating the Market
A recent Barron’s article by contributor Mark Hulbert suggests that, even though value has once again fallen behind growth, “new research provides yet more evidence that value is a good…
Recipe for a ‘Perfect Business’ and Tasty Stock
A recent article in MarketWatch discusses the components necessary for a “perfect” business and offers strategies for meeting the challenges in finding them. Strong businesses require “no incremental capital, yields…
Young People Will Buy the Dip
In the last twelve months, young retail investors have demonstrated a “refusal to bend,” putting a floor under four 2021 selloffs to date and raising questions as to whether their…
An In-Depth Look at Sector Investing with State Street’s Matt Bartolini
Investors tend to either invest in passive funds or operate at the other extreme and use active strategies that select individual stocks. But there is a case to be made…
Quant ETF Loses in Poorly Timed Rebalance
A $15.3 billion ETF—BlackRock’s iShares MSCI USA Momentum Factor—suffered losses due to the timing of a rebalance. This according to a recent article in Bloomberg. The BlackRock ETF reportedly “went…
Bill Miller: Insights from 2Q Market Letter
Earlier this month, Miller Value Partners founder Bill Miller shared thoughts and insights on the market in his Q2 letter to investors. Here are highlights: “The future is about probabilities…
Amplifying Momentum’s Alpha Potential
By Justin Carbonneau (@jjcarbonneau) — Momentum investing can sometimes be looked at as a more speculative type of investing since it involves buying stocks that have gone up the most,…