By Justin Carbonneau (@jjcarbonneau) — Market events and periods of time bring about new terms, definitions and areas of focus and importance for investors. One generation of investors may grow…
Tag: Market Trends
Reddit Mania Leads Quants to Rethink Stock Trades
As amateur investors have grown to roughly one-fifth of U.S. equity trading volume, there’s a “palpable fear that the Reddit generation is getting strong enough to disrupt the market patterns…
Young People Will Buy the Dip
In the last twelve months, young retail investors have demonstrated a “refusal to bend,” putting a floor under four 2021 selloffs to date and raising questions as to whether their…
What to Do in a Confused Market
In an article for Proactive Advisor Magazine published at the end of May, U.S. Macro Group head Tony Dwyer addresses the question of what investors should do when heavy macro…
Small-Cap Recap from Royce
In the first quarter of this year, the Russell 2000 index saw a robust 12.7% gain which represented a “record-setting one-year return of 94.8%” and gave investors an “especially vivid…
The Explosion of SPACs -- Should You Care?
By Justin J. Carbonneau (@jjcarbonneau) — The odds of finding a pearl in your restaurant oyster are 1 in 10,000 to 1 in 12,000 depending on the species of mollusk.http://goldsteinsjewelers.blogspot.com/2014/06/gem-mythbuster-pearls-found-in.html This is an article…
The Changing Nature of Momentum Investing (Ep. 82)
Investors tend to associate momentum with growth stocks. If you try to name a typical momentum stock off the top of your head, you will probably think of names like…
Where to Find the Next Leg of Gains if Value Starts Slowing Down
The recent comeback of value stocks has been bolstered by rising interest rates and inflation concerns, but growth could re-emerge as a dominant force “as the easy money in small-cap…
Aswath Damodaran on Today’s Markets
NYU finance professor Aswath Damodaran, known as the “Dean of Valuation” recently spoke to CNBC about today’s markets and the balance of traders and value investors. Here are takeaways from…
Value Investing is Back! Or is it?
By Jack Forehand (@PracticalQuant) — Those of us who run value strategies have had more reason to celebrate in the past 9 months than we had in the prior decade…