The financial markets have been experiencing significant turbulence recently. On Monday, the U.S. stock market saw steep losses, with the Nasdaq and S&P 500 each falling by over 3% and…
Tag: Factor Focus
The Power of Wide Moat Stocks
Understanding Economic Moats In the world of investing, few concepts are as powerful and enduring as the economic moat. Popularized by Warren Buffett, an economic moat refers to a company’s…
Recession-Resistant Stocks: Finding Shelter in Economic Storms
With the latest employment report showing rising unemployment, fears of a potential recession are growing. During economic downturns, certain types of stocks tend to perform better than others. Let’s explore…
Validea's Top Warren Buffett Stocks - August 2024
Validea’s Warren Buffett strategy, also known as our “Patient Investor” strategy, is inspired by the investment principles of Warren Buffett, as interpreted from the book Buffettology by Mary Buffett. This strategy aims…
Generalized Protective Momentum: Reducing Volatility and Drawdowns Systematically
In the past 40 years, stocks and bonds have been an unbeatable portfolio. But that hasn’t always been true. Throughout history, periods of positive correlation between stocks and bonds are…
Validea Market Valuation Update - August 2024
Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of…
Quantitative Momentum Investing: A Data-Driven Approach to Momentum
Momentum investing has long been a popular strategy among investors, but not all momentum approaches are created equal. Validea’s Quantitative Momentum strategy, based on the research of Wes Gray and…
Top Twin Momentum Stocks - July 2024
The Twin Momentum strategy looks at combining traditional price momentum with improving fundamentals to generate market outperformance. The strategy uses seven fundamental variables (earnings, return on equity, return on assets,…
There is Still Value in the Russell 2000 After Its Recent Surge: Here are 5 Top Rated Stocks
After lagging the S&P 500 for much of 2024, the Russell 2000 small cap index has staged an impressive rally in recent weeks. As smaller companies catch up to their…
NASDAQ 100 Leaders: Finding Value Amid the Tech Rally
The NASDAQ 100 index has been on a tear in 2024, building on its impressive gains from 2023. Year-to-date, the tech-heavy index is up 20%, driven by enthusiasm around artificial…