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Tag: Great Rotation

Wall Street Pros: Great Stock Rotation Has Legs
3 years ago
Wall Street Pros: Great Stock Rotation Has Legs

Wall Street experts are going all in on this big stock call for 2022: high-growth tech favorites will cease to be leaders, thanks to the bond selloff at the start…

7 years ago
Will a Stock Exodus Follow Rate Hikes?

In a recent Barron’s article, financial analyst Mark Hulbert wrote that many of the investment advisors he monitors on a regular basis are concerned that high interest rates will entice…

8 years ago
Six Tempting Picks for the 'Joe Six Pack' Investor

“Davos Man,” the hypothetical investor who gravitates toward global businesses and bonds has been ruling the roost for the past decade, but he might be passing the baton to “Joe…

12 years ago
A Rotation Is Happening -- But Not The One You Think

While many believe the start of a “Great Rotation” from fixed-income assets to stocks has been helping fuel the stock market’s gains, the reality may be that a different type…

12 years ago
Why The "Great Rotation" May Not Be As Bullish As You Think

The “Great Rotation” — the expected move that investors will, at some point, make from bonds to back to equities — has been used as a reason to be bullish…

12 years ago
Rosenberg on the "Great Rotation" Myth

Many have said that the influx of money into bonds in recent years means a “Great Rotation” could occur — in which money pours back into stocks as investors’ risk…

Recent Original Research
May 16, 2025
Ten Top Technology Dividend Aristocrats
Technology dividend aristocrats are established tech companies that have consistently increased their dividend payments for at least 7 consecutive years, compared to the traditional 25-year requirement for S&P 500 dividend aristocrats. This modified timeframe acknowledges the technology...
May 15, 2025
Ten High Fundamental Momentum Stocks
When examining what truly drives long-term investment success, the steady progression of a company's operational excellence—its "fundamental momentum"—deserves particular attention. This concept encourages investors to look beyond simple stock price fluctuations and instead track meaningful business improvements...
May 14, 2025
Ten Fundamentally Sound High Free Cash Flow Yield...
Strong free cash flow yield stands out as a key metric for identifying financially healthy companies in today's volatile market. This indicator highlights firms that effectively generate cash from operations compared to their market value. Companies with...
May 13, 2025
When Gurus and Insiders Align: 11 Stocks That...
When it comes to long-term stock investing, two time-tested ideas often stand out: follow the fundamentals and follow the insiders. At Validea, we can bring these concepts together by identifying stocks that not only score highly according...
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