…market declines in history and the worst underperforming periods for the factor strategies we follow. Doing this doesn’t eliminate the pain of these types of periods, but it does help…
Search Results for: factor
Seeking Out Stocks That Rise 10 Times
…tech, according to the article, especially if inflation and global interest rate hikes are near their peaks. At that point, the market will begin to factor in a consumer spending…
Societal Inequality Drives Market Performance
…the factor that usually matters most. But one of the most important things fueling that demand in the long term is societal inequality, contends an article in The Wall Street…
Knowing When to Change Your Investment Process
…data. Corey Hoffstein showed this is his excellent article Factor Fimbulwinter. Corey looked at how long it would take before we can say with statistical significance that a factor like…
The Fed Is No Longer The Market’s Friend
…for a while were factored in. Quick Links Validea Special Discount Offer Top Value Stocks in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method The Fed has raised…
Dividends Might Become Much More Important
…dividend-paying companies; a 2017 study from Nicolas Rabener of Factor Research found that European and Japanese strategies showed high rates of returns going back to 2000, but when Rabener went…
Revisiting the Case Against Value Investing
…in his article that shows how factors perform across the economic cycle. Source: https://www.factorinvestor.com/blog/2016/6/1/a-factor-investors-perspective-of-the-economic-cycle?rq=value%20recession This fact that value works better around recessions in and of itself is not necessarily a…
Replicating Hedge Fund Strategies with Andrew Beer
…of other topics including managed futures, the future of the value factor and the evolution of Warren Buffett over time. Listen on Apple Listen on Spotify Watch on YouTube https://youtu.be/heiBfdfRea4…
Value Investing Offers Diversification
…in Today’s Market Screen for Stocks Using Peter Lynch’s GARP Method Value tends to outperform when other factors such as momentum, quality, and low volume are underperforming. Different analysts or…
Corporate Bond Doomsayers Are Premature
…low, and it may be many more quarters until defaults to become a significant factor. According to Moody’s Investors Service forecast, default rates will keep rising, but still stay below…