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Tag: Great Rotation

Wall Street Pros: Great Stock Rotation Has Legs
1 year 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…

5 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…

6 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…

10 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…

10 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…

10 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…

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May 10, 2023
What Would Your Investing Obituary Say?
By Justin Carbonneau (@jjcarbonneau) — At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: "You should...
April 12, 2023
Four Lessons from Guy Spier
By Jack Forehand, CFA, CFP® (@practicalquant) — We were very fortunate to be able to interview Guy Spier on our Excess Returns podcast last week. If you haven’t watched the interview yet, I recommend you check it out before you...
April 5, 2023
The Long and Short of Factor Investing
By Jack Forehand, CFA, CFP® (@practicalquant) — Most of us who build factor-based portfolios rely on academic research as the underpinning of our strategies. And that makes a lot of sense. If we want to adopt an investment strategy that...
March 29, 2023
Combining Sentiment and Fundamentals: How Quant Models Uncover...
By Justin Carbonneau (@jjcarbonneau) — In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some...
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