NVQ News and Press, QRAFT AI-Enhanced U.S. Next Value ETF From 03/09/24

2024-03-09 01:40:00 ET Summary The upcoming U.S. presidential election is going to dominate the news cycle over the coming months. While these short-term headlines have the power to create market volatility, over the longer term, markets have historically been indifferent to who o...

2024-03-08 19:00:00 ET Summary Oracle, Lennar and Adobe are the only names that will be of interest next week, in terms of companies reporting earnings. The forward 4-quarter estimate (FFQE) rose from $243.23 the week prior to $243.29 this week. The S&P 500 “earning...

2024-03-07 19:15:00 ET Summary Not only has the S&P 500 returned to new highs but sentiment is also making a push higher. At 51.7%, bullish sentiment is now slightly below the multi-year high from December 21st (52.9%). This week, bearish sentiment fell to 21.8% which was ...

2024-03-06 01:00:00 ET Summary Q4 earnings revealed a tale of two markets in the U.S., with tech and internet players hitting home runs as other sectors and industries played small ball in comparison. S&P 500 earnings were positive for a second consecutive quarter, with the li...

2024-03-05 15:46:00 ET Summary When the stock market enjoys a strong bull run, the bubble warnings come out of the woodwork. Last week, Ray Dalio argued that “the US stock market doesn’t appear to be in a bubble.”. Kenneth Rogoff, professor of economics an...

2024-03-05 10:05:00 ET Summary There are several technical indicators here that communicate the S&P 500 cap-weighted index is extended and due for correction. While the market and earnings performances predominantly rely on a select few stocks, it's imperative to assess whethe...

2024-02-25 04:15:00 ET Summary Semper Augustus is an SEC registered investment advisor. We are a fundamental, value-driven investor managing concentrated equity portfolios of well-run, well-capitalized businesses with share prices trading below our conservative appraisals of intrinsic...

2024-02-23 19:25:00 ET Summary The forward 4-quarter estimate (FFQE) this week increased to $242.76 from last week’s $242.57 and January 5th’s print of $243.98. The P/E on the FFQE is 21x, versus 20.7x last week, so we continue to see a little P/E expansion. The ...

2024-02-23 02:25:00 ET Summary The factors we are most concerned about in 2024 will move investors in a new direction. First, we are concerned about the pace of Federal Reserve (Fed) easing in 2024. If growth continues, and we avoid a recession, we believe sales growth, profitabil...

2024-02-21 14:56:00 ET Summary The Magnificent Seven stocks (Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and Tesla) have been the largest driver of equity returns in recent years and were again the dominant contributors in 2023, accounting for more than half of the market increa...