CHGX News and Press, Change Finance U.S. Large Cap Fossil Fuel Free From 11/24/20

The world, including investors, is searching for clarity regarding future direction, but there are too many turning points that will be reached in the weeks and months ahead. There is also no guaranty as to how the initial readings of a turning point will be interpreted or whether the...

There is little to be worried about currently in the next four quarters' expected S&P 500 EPS and revenue growth. Energy, Health Care, Technology, and Utilities are the sectors that have seen downward pressure on their expected EPS growth rates. 2021 will likely have a very di...

Just because the market is overbought, extended, and deviated from long-term averages does not necessarily mean an immediate correction. Such requires a catalyst. The overbought conditions provide the fuel for the correction. We continue to suggest some caution through active portfoli...

While a "vaccine" will eventually come to the market, it will only ensure a return to the "New New Normal." Bloomberg noted that the "New-New Normal" would consist of even more massive debts, deficits, and Federal Reserve monetizations, with sustained interest rates near zero. Such wi...

COVID's precision-like timing was supernatural - nothing short of sinister. A once-in-a-century international pandemic surfacing in the waning days of an unrivaled global financial bubble. According to the IIF, U.S. debt is on course to expand about 13% this year to $80 trillion. As a...

The economic calendar includes many reports in a holiday-shortened week. None of the reports will be market moving. Volume will be low. Market participants will be taking time off. This is a situation where a headline or two could create significant action from trading algorithms....

GMO co-founder Jeremy Grantham recently reaffirmed his assessment that the stock market is in a bubble. One can own stocks in a bubble and lock in poor prospective returns, or buy them after prices burst and enjoy years of steady returns thereafter. A lack of price-discipline may ...

One of the biggest challenges for managing tail-risk expectations is the limitation on clarity imposed by history. Artificially generating hypothetical returns provides an unlimited supply of historical results. As a simple example, let's resample US stock market history in terms ...

Both establishment survey and household survey data indicate a decline in Wisconsin. Up to September, Wisconsin data had tracked the US data, at least insofar as aggregate establishment data was concerned. That relationship broke down in October. Some hint for what factors drove t...

The number of stocks in the S&P 500 above their 200-day moving average is at a historically high level. There have been a number of very large options bets placed against the major ETFs. The bond market may be picking up on a double-dip recession. For further details see...