Although U.S. stock valuations are stretched, economist and leading authority on behavior finance Andrew Lo says this can continue for years due to growing demand for equities by retirement funds,”…
Tag: Market Trends
Smaller Number of Public Companies an Ongoing Concern for Investors
The smaller number of public companies is an issue that could “grow in importance in the coming years,” says a recent Barron’s article. According to private equity firm Pantheon, it…
Hulbert Calls Large Cap Strength a "Bullish Omen"
Mark Hulbert argues against the conventional wisdom that small-cap outperformance relative to large-caps indicates a positive trend (the idea being that large caps will “have to perform particularly well just…
Market Shifting Toward Intrinsic Value
“The playbook changed this year,” says Tom Lee, head of research at Fundstrat Global Investors, in an interview with Bloomberg earlier this month. He said the market is shifting toward…
Bloomberg Gadfly Kaissar Refutes Conventional Wisdom on Value Investing
We’ve seen growth stocks outperform value for a decade, says Bloomberg Gadfly Nir Kaissar, so some investors are thinking it’s time for the tide to turn. He cites evidence in…