IWD News and Press, iShares Russell 1000 Value From 12/06/21

The US rebound from the Q3 slowdown is in full bloom. The economy certainly looks like it is on solid ground right now. So, why in the world are bonds rallying? The 10-year Treasury yield fell 10 basis points on Friday after the payroll report. The movements in bond markets today ...

I don't know when the market will plummet, and I don't care either. I'm always prepared for a stock market crash. Consistently investing in the market yields the best results in the long run. Stock picking makes it easy to hold on to investments. I determine my price target and do...

Equity valuations remain very expensive. Commodity inflation and supply chain issues could derail the Fed. A 5%-10% correction is likely short-term. Strong momentum signals that the equity bubble keeps on inflating after the correction. For further details see: Energ...

What seems at first sight like a big win for Powell is actually more of a 'Pyrrhic victory', and not only for him. On one hand, Powell is now free of the pressure to please his (political) masters. That's bad news for investors. On the other hand, Powell is getting a (professional...

We think current cost-push inflation is poised to give way to a healthy, regenerative demand-pull environment, replete with moderate economic growth that is beneficial for the value companies in which we invest. History has shown moderate inflation can be good for value stocks. We con...

Now is the time to buy the iShares Select Dividend ETF, as its high allocation to Utilities stocks is perfect for income-seeking investors looking to manage risk. I will demonstrate how the ETF has been able to generate a yield of about 1% more than a portfolio of sector ETFs without ...

It feels as if the 'Santa Claus Rally' has started early this year. If history is of any indication, we're due for another ~4% over the next 8 weeks. Nonetheless, things are getting more and more bubbly, and the combination of Tapering, higher inflation, and higher rates is anything b...

Despite the many setbacks along the way, the global risk rotation remains firmly in play, with the Value factor leading the charge. In contrast, despite several rebound attempts, Quality has been stuck in laggard territory across markets for most of this 10-month period and suffered a...

This excerpt from my October 2021 newsletter looks at value vs growth stocks, interest rates, and inflation. There is still a strong case for long-term energy sector outperformance, even though it'll occasionally take a break from a trading perspective. Rent and housing inflation ...

We noted in our quarterly letter that every brokerage house on the Street was bearish and telling its customers to expect stocks to move into a correction. We also reminded you that one of Reilly’s Rules is that when everyone expects something to happen something else usually does....