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Tag: Politics

Gridlock in Washington Good for Wall Street?
5 years ago
Gridlock in Washington Good for Wall Street?

In a recent MarketWatch article, contributor Mark Hulbert argues that U.S. equities have performed best when political power is divided. According to Hulbert, “it is increasingly looking as though gridlock…

Why Your Politics Shouldn't Affect Your Investment Portfolio (Ep. 50)
5 years ago
Why Your Politics Shouldn't Affect Your Investment Portfolio (Ep. 50)

We all have our political views. We all have a series of policies that we think would make the world a better place than it is today. And in the…

The Importance of Separating Your Politics From Your Portfolio
5 years ago
The Importance of Separating Your Politics From Your Portfolio

By Jack Forehand, CFA (@practicalquant) I never write about politics. I certainly have political opinions, just like everyone else. I have a series of views about how I think the…

8 years ago
Politics Shouldn't Impact Investing Decisions

“In a period of otherwise extended market calm, ” says a New York Times article published in May, “geopolitics have been driving periodic bouts of volatility.” Citing such events as…

8 years ago
Time to Separate the Market from Politics

The widespread assumption that the strength in both equities and bond yields is a result of Trump’s election may be misleading, writes Zach Karabell in last week’s Barron’s. Envestnet’s head…

Recent Original Research
May 13, 2025
Ten Top NASDAQ 100 Stocks
The NASDAQ 100 has experienced a remarkable decade-long run, delivering impressive returns for investors across this extended period. However, beneath the surface of this broad index performance lies a more nuanced reality: individual companies continue to offer...
May 12, 2025
Ten Top Technology Stocks
Technology stocks have enjoyed an impressive run over the past decade and are often viewed as expensive as a group. However, Validea's comprehensive analytical framework helps identify pockets of value within this sector. By evaluating stocks through...
May 10, 2025
Ten Top Joel Greenblatt Magic Formula Stocks
The Magic Formula, outlined in "The Little Book That Beats the Market," distills complex stock selection into a straightforward two-factor approach. This method examines Return on Capital—measuring how efficiently a company converts assets into profits—and Earnings Yield,...
May 9, 2025
Ten Top S&P 500 Stocks
The S&P 500 index encompasses over 500 companies across numerous industries—many operating profitable, sustainable businesses with strong underlying fundamentals that deserve investor attention. This market dynamic creates potential opportunities for investors willing to conduct thorough research beyond...
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