BBMC News and Press, JPMorgan BetaBuilders U.S. Mid Cap Equity From 09/22/23

2023-09-22 01:10:00 ET Summary One could use the word anomaly for Q3 of the stock market. S&P 500 performance for the first two months of the quarter was driven by the “magnificent seven” large-cap tech-oriented stocks. In my opinion, the issue of concentration v...

2023-09-21 03:00:00 ET Summary August was an interesting month in the US sovereign bond markets. The first half of the month was characterized by higher bond yields, with the US 10-year Treasury yields reaching its highest level since 2007. Today, investors are being compensated t...

2023-09-20 14:03:23 ET More on JPMorgan BetaBuilders US Mid Cap Eq ETF Seeking Alpha’s Quant Rating on JPMorgan BetaBuilders US Mid Cap Eq ETF Dividend scorecard for JPMorgan BetaBuilders US Mid Cap Eq ETF BBMC: A JPMorgan BetaBuilders ETF To Consider Exchangi...

2023-09-18 22:35:00 ET Summary As the 10-year yield moved up from 3.25% in the spring to 4.35% recently, the stock market generally ignored rising bond yields. If the S&P 500 has risen this far without a considerable rise in earnings, as interest rates are also rising, the dis...

2023-09-18 19:15:00 ET Summary If investors in the S&P 500 were looking for direction from the newstreams for how to shape their portfolios, they didn't find much to influence them. The S&P 500 wrapped up the week at 4450.32, down 0.16% from where it closed the week before...

2023-09-18 09:00:00 ET Summary The JPMorgan BetaBuilders U.S. Mid Cap Equity ETF tracks the Morningstar US Mid Cap Target Market Exposure Extended Index. It is one of 18 in the BetaBuilders series. Here I review this ETF in detail and compare its performance against several o...

2023-09-15 21:25:00 ET Summary Walmart is now trading at an all-time-high, although the so-called breakout above the May ’22 highs around $160 has been on below-average volume. For fiscal year ’24 and ’25, WMT has seen EPS estimates get cut 2% for fiscal ...

2023-09-11 23:35:00 ET Summary Market sentiment has improved from record lows of early June ’23 using the S&P 500 Net Non-Commercial Futures Positions (weekly data from Feb 2015) as the measure. The spike in the T-Bill rate (3mo) made little sense unless one viewed this...

2023-09-11 15:06:00 ET Summary The S&P 500 index declined by 1.3% during the trading week ending on Friday, 8 September 2023, closing out the Labor Day-holiday shortened week at 4457.49. The biggest trouble for the S&P 500 came on Wednesday, 6 September, when news came Chi...

2023-09-11 10:05:00 ET Summary August CPI, due 9/13/23, becomes another focal point / the inflection point du jour. A look back on US rate structure gives perspective (higher for longer?). Still very constructive on the market with caveats on sector and valuation. Fo...