…momentum—to use a word that’s out there from 2017 into 2018. You’re got the tax cuts on top so ‘it must be good’- but actually the cycle itself seems to…
Search Results for: momentum
The Meb Faber Show - John Reese: There Is No Strategy That Outperformed the Stock Market Every Single Year
…of trend following, some asset classes worth looking at for a potential low return environment, and some of John’s new research into momentum. If you want a behind the scenes…
Bull Market Could End by 2019, Says Guggenheim's Minerd
…“poor timing tool” says Minerd. “Looking at corporate credit and high yield, valuations are rich. But equities are fairly- priced, based on current earnings, the economy gaining momentum and the…
Four Top Fund Managers Advise Caution in 2018
…strategist at BlackRock (nearly $6 trillion under management) is also upbeat, citing strong U.S. earnings momentum and corporate tax cuts as positives as well as sustained economic expansion in Europe….
Stock Market Lessons Learned in 2017
…newly-passed tax reform takes hold, there are some shocks that could derail the momentum; the Fed could act more aggressively than it has signaled, for example, or there could be…
How an Investment Strategy Can Be at the Top and Bottom at the Same Time
…to follow it. And in case you’re interested … Model A is Validea’s Momentum Investing model. Model B is Validea’s Small Cap Growth Investing model. You can learn more about…
Leon Cooperman Says Market Isn't Overvalued Yet
…CNBC, Cooperman said he evaluates stocks on a case-by-case basis, and argues that the economy is gaining momentum. He believes the tax bill makes sense and will mostly be a…
Market Movements are Factor-Led, Not a Tech Rotation
…Macro Risk Advisors, who says that the recent decline in long-short momentum suffered by the Bloomberg U.S. pure momentum portfolio could have been caused by “a concentrated bet unwinding,” adding…
Byron Wien on Potential Upsets to Economy
…the past decade. Wien offers a list of indicators that could lead to disruption, including: The narrow U.S. yield curve. Leading Economic Indicator Index—”This index always loses momentum a year…
BlackRock's Ang Favors Momentum
…overweight momentum. Momentum has momentum itself right now.” He mentions the FAANG stocks as major contributors. Given the current expansion of the global economy, Ang says he expects momentum and…