RWVG News and Press, Direxion Russell 1000 Value Over Growth From 07/28/21

This year’s reconstitution reveals the U.S. equity market increased in size, with the total market cap of the Russell 3000 Index up 51.9% from $31.4 trillion as of last year’s rebalance, to $47.7 trillion based on this year’s rank day (May 7, 2021). Year-to-year c...

The historic valuation gap between global Value and Growth stocks finally began its reversal. Despite pockets of outrageously overvalued Growth stocks being de-rated in Q1 and Q2, we still believe we are in a Growth bubble. Speculative behavior is rampant. We firmly believe that v...

Strategas Technical Strategist Todd Sohn takes us through how to think about the current market environment, what sectors his team is watching, and the tricky US dollar. This is still a trend-driven market, not a momentum-driven one. It’s a more selective, slightly weaker marke...

Vix spikes as volatility rattles the Dow. The advantage of using options strategies when markets turn volatile. How investors can use sector rotations. For further details see: Navigating Market Uncertainty And Higher Volatility

Since value stocks are widely perceived as higher-risk assets, they typically benefit from risk-on market environments after a market shock. On average, value stocks returned 14.4% annualized. relative returns for the highest-profitability group are still far behind the average se...

A majority of BlackRock investors in a recent survey felt that inflation would be transitory. Yet, they also felt the market might overreact to the inflation data, making some portfolio protection prudent. Economically sensitive cyclical stocks have had a very strong run since the ann...

It is impossible to avoid all risks. I attempt to identify as many risks as possible and manage these risks by addressing them. All assets have embedded risks, whether we can identify them or not. Should one invest in growth or value? In examining eleven time periods, the average grow...

As many investors likely have noticed from their most recent quarterly statements, the U.S. stock market overall has been a great place to be invested over the last 10 years. Over the last few years, picking U.S. equity funds based on recent peer-relative performance was not a bad app...

Global PMI signalled regional divergence deepening. Delta variant driven divergence aggravates as price pressures ease. Divergence in growth performance carries key risks, including for emerging market assets. For further details see: Delta Variant Spread Poses Key Risks...

On average, stocks in “value” funds have materially lower price/earnings ratios than “growth” funds, the justification for the latter’s higher P/E being that they produce higher earnings. They also appear to be more predictable. Most of the US and mu...