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…
Tag: Market Trends
What GameStop’s Crazy Ride Can Teach Us About Investing
By Justin J. Carbonneau (@jjcarbonneau) — There’s a saying from Winston Churchill, “Never let a good crisis go to waste”, and while the news around the Reddit message board, r/wallstreetbets,…
Keeping Your Cool in the Meme Driven Stock Market
The recent market saga associated with shares of GameStop is likely to become a cautionary tale for investors, according to a recent article in The New York Times. “Game Stop…
Zweig on the Stock Market: Bubble or Fire?
In a recent Wall Street Journal article, columnist Jason Zweig argues, “Rather than regarding overvalued assets as a bubble, we might consider them a fire. The more it expands and…
Knowledge Mining in the Market’s Past Returns
When you hear stats like the S&P 500 is up 10% for the year or the index has more than tripled off the 2009 low, it’s easy to take those…
Are Flows Into The S&P 500 And Other Major Market Indices Distorting The Market? (Ep. 51)
There is little disagreement among market observers that passive investing is growing. There is also little dispute that the trend is likely to continue as a result of the rise…
If Everyone Buys a Boutique Asset Manager, There Goes the Alpha
Asset managers are “increasingly on the hunt for independent boutiques” in the search for alpha and to differentiate themselves “with actively managed strategies that can’t be easily replicated.” The problem,…
Suburban Subdivision of Wall Street Packed with Renters
Amid pandemic-induced demand for larger living spaces, Institutional investors are channeling money into single-family rentals and “inventing a new kind of suburban living that’s easier to afford, but where the…
U.S. Stock Market Reshaped by Individual-Investor Boom
New data shows that the individual-trading boom—a byproduct of increased time at home due to the pandemic along with free trading apps and a resurgent bull market—has “reshaped the U.S.…
What the Active vs. Passive Debate is Missing
As the active versus passive debate continues, relative performance is only a small part of the discussion according to a recent CFA Institute article that outlines three questions that both…