The recently touted theory that tech was entering a rotation as stock pickers began “piling into companies set to benefit from U.S. tax cuts” has been challenged by some, according…
Tag: Market Trends
Is Value Investing Dead?
Reporting on a Goldman Sachs study published a few months ago, a recent article from the Wharton School addresses the underperformance of value compared to growth strategies. The Sachs report,…
This Bull Market Isn't Happy
The current bull market’s backdrop of low volatility, high valuations, and tightening monetary policy are worrisome factors for some in the investment community, according to a recent article in The…
Market Could be Reflecting a "Buying Climax"
A Morgan Stanley strategist is seeing signs that the stock market’s current momentum could be waning, according to a recent article in The Wall Street Journal. According to equity strategist…
Insights on Increasing Concerns Regarding Quant Funds
A recent article in Institutional Investor recalls the “quant bloodbath of August 2007” and offers insights regarding if and how the increased popularity of these strategies and the associated rise…
Hulbert: Value vs. Growth Valuation Spread Widest Since 2000
Earlier this month, price spread between value and growth stocks was the largest it has been since 2000, writes Mark Hulbert in a recent MarketWatch article. Hulbert offers data from…
Leading Economist Says Stocks Can Continue to Climb
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,”…
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…