Put Down the Dividends – And Slowly Walk Away
By Jack Forehand, CFA, CFP® (@practicalquant) — Ok, I’ll admit that the title of this article is a little aggressive. That is especially true when you consider the fact that I don’t think…
Quality Stocks at Cheapest Point in 20 Years
In a recent research note, BlackRock CIO Tony DeSpirito wrote that higher quality stocks are trading at their largest valuation discount to the broader market since the dot-com bubble of…
Grantham on the “Fantasy Trip” of Meme Investing
Fed policies, “speedy stimulus” and success with Covid-19 vaccinations have led to the “biggest U.S. fantasy trip of all time” for investors, says GMO co-founder Jeremy Grantham. This according to…
Facebook and Alphabet Up as Apple and Netflix Fade
Last year’s synchronized surge in FAANG stocks has faded as investors look beyond the pandemic. This according to a recent article in The Wall Street Journal. “It is a far…
Cathie Wood’s Ark Inspires Boom in Actively Managed ETFs
Ark’s Innovation ETF has sparked a surge in actively managed exchange-traded funds, according to a recent article in Bloomberg. Data compiled by Bloomberg shows that this year, ETF issuers have…
Why It’s Time to Buy Momentum Stocks
Momentum stocks have underperformed recently, but that may be about to change. This according to a recent article in Barron’s. In 2021, the article reports, the momentum ETF has “gained…
What to Do in a Confused Market
In an article for Proactive Advisor Magazine published at the end of May, U.S. Macro Group head Tony Dwyer addresses the question of what investors should do when heavy macro…
An Inside Look at the Contrarian Investment Strategy of David Dreman
David Dreman is a well known contrarian investor and the author of Contrarian Investment Strategies: The Next Generation. Dreman’s Kemper-Dreman High Return Fund was one of the best-performing mutual funds…