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Tag: Market Trends

Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics
2 years ago
Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics

In this episode, we begin a new quarterly series where we will discuss some of the biggest issues that investors are thinking about in the current market and try to…

Strategist With Spot-On Record Predicts Stock Surge
3 years ago
Strategist With Spot-On Record Predicts Stock Surge

The recent rally in the U.S. stock market could be even stronger than it look, reports an article in MarketWatch. Though the S&P 500 is up 6.6%, the Nasdaq Composite…

Market Is Top-Heavy But Carnage Is Wide
3 years ago
Market Is Top-Heavy But Carnage Is Wide

Heading into 2022, Apple, Microsoft, Amazon, Tesla, Alphabet and Meta accounted for 25% of the S&P 500. Last year, they fueled the stock market to record highs. Now, they’re responsible…

Top JP Morgan Strategist Says Stocks Can Climb
3 years ago
Top JP Morgan Strategist Says Stocks Can Climb

Top JP Morgan strategist Marko Kolanovic says there will not be a recession this year and there will be an increase in consumer activity this summer. The co-head of global…

Can Your Bond Fund Keep Up With The Fed?
3 years ago
Can Your Bond Fund Keep Up With The Fed?

If the Fed raises rates as vigorously as expected this year, bond investors could get slammed, writes Jason Zweig in a piece for The Wall Street Journal. Of course, how…

Speculative Fever Is Cooling in U.S. Stocks
3 years ago
Speculative Fever Is Cooling in U.S. Stocks

January was the 11th consecutive month of declines in trading in unlisted U.S. shares, at 70% below the record high set in February 2021, reports an article in Financial Times.…

A Look at Changing Factor Exposures in an Evolving Market
3 years ago
A Look at Changing Factor Exposures in an Evolving Market

By Jack Forehand, CFA, CFP® (@practicalquant) — The market has seen some major changes since the 2020 market bottom. It would have been very difficult to predict the massive rally we have seen…

Stock Exposure Is At A 70-Year High
4 years ago
Stock Exposure Is At A 70-Year High

About half of the $109.2 trillion of household financial wealth is made up of stock market holdings, and that equity share of assets hasn’t been this high in 70 years,…

The Investing Boom Goes Far Beyond Reddit
4 years ago
The Investing Boom Goes Far Beyond Reddit

A recent article in The Atlantic posits that the current investing boom is being driven by more than just the “Reddit Bros” and that individual investors now span a broad…

Three Ideas to Help Fundamental Investors Weather a Flows Based Market
4 years ago
Three Ideas to Help Fundamental Investors Weather a Flows Based Market

By Jack Forehand, CFA, CFP® (@practicalquant) — The market has changed in the wake of the pandemic. Retail trading is up dramatically. So is options activity. And narrative is driving returns much more…

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Recent Original Research
June 19, 2025
Ten Top NASDAQ 100 Stocks – June 2025
substantial wealth for investors throughout this prolonged bull market. Yet this impressive index-level success tells only part of the story—many individual stocks within the index still represent genuine value propositions, regardless of the broader market's gains. Critics...
June 18, 2025
How to Invest Like Peter Lynch Using ETFs:...
Peter Lynch, one of the most legendary investors of our time, popularized the concept of GARP -- Growth at a Reasonable Price -- an approach that blends growth and value investing. At Validea, we’ve captured the essence...
June 17, 2025
Ten Top Guru Approved Technology Stocks
While technology stocks have surged dramatically over the last ten years and typically carry high valuations, Validea's analytical platform reveals undervalued opportunities within this expensive sector. The system applies 22 proven investment strategies developed by renowned investors...
June 16, 2025
Buffett vs. Graham vs. Lynch: Whose Strategy Wins...
When it comes to legendary investors, Warren Buffett, Benjamin Graham, and Peter Lynch represent three of the most iconic -- and distinct -- approaches to stock picking. Each has inspired legions of followers, and at Validea, we've...
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