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Tag: Market Trends

Value Investing is Back! Or is it?
3 years ago
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…

What GameStop’s Crazy Ride Can Teach Us About Investing
3 years ago
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
3 years ago
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?
3 years ago
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
3 years ago
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)
3 years ago
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
3 years ago
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
3 years ago
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
3 years ago
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
3 years ago
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…

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Investing In Sectors: A Look at the 11...
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — There are eleven sectors (Energy, Health Care, Consumer Staples, Technology, Consumer Discretionary, Industrials, Communication, Services, Financials, Real Estate, Utilities, and Materials) that make up the S&P 500. With over $230 billion in...
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Navigating the Magnificent Seven’s Fundamentals
By Justin Carbonneau (Twitter | LinkedIn | YouTube) — Looking at Amazon, Apple, Google (Alphabet), Meta, Microsoft, Nvidia and Tesla through the lens of the guru models on Validea. What do you see when you look inside your portfolio so far...
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