$100 Billion in Trades Triggered by Tesla’s S&P 500 Debut
Tesla’s addition to the S&P 500 on December 21st is expected to present a challenge because of its size—it will be the largest company ever to join the index ($555…
Market Drivers for 2021
A recent article in Proactive Advisor Magazine offers insights on the market outlook for 2021 from Tony Dwyer and his colleagues at Canaccord Genuity. Here are key takeaways from the…
When Comparing Dividend Payer vs. Nonpayer Performance, Consider the Context
Although dividend paying stocks “don’t always win the race” in performance numbers, investors should take a closer look. This according to a recent article in Barron’s. The article reports that…
Billy Beane Thinks Moneyball Can Crack Active Management Game
Active managers, long-suffering from lackluster performance, have taken a page from baseball talent scout Billy Beane’s playbook by using data analytics to boost performance. This according to a recent article…
Historical Value Performance in Recessions and Recoveries A Guide to Future?
The poor performance of value in recent years has led many investors to abandon the strategy, but “observers of market history know that value has faced similar death sentences previously,…
Twin Momentum: Combining Fundamental and Price Momentum Together In One Quantitative Model (Ep. 59)
The academic research supporting the momentum factor is very strong. But most of that research focuses on the momentum in a stock’s price. An interesting research paper written by Dashan…
Room to Run for Tech Shares, Says $507 Billion Fund
Technology stocks can see more gains, even amid a market rotation toward value, says Principal Global Investors. This according to a recent article in Bloomberg. A portfolio manager at the…
Investors Plowing Money into Risky ETFs
In the ongoing search for returns, investors are piling into a “volatile and sometimes dangerous” group of ETFs, according to a recent article in The Wall Street Journal. The article…