RYU News and Press, Invesco S&P 500 Equal Weight Utilities From 12/20/22

Summary Inflation continues to moderate, not only here, but also in Europe. Despite the negative economic reports and the reaction to the Fed rate hike, the US Dollar barely budged for the week. Value yet again outperformed Growth in the last week, this time by a spread of almost 1%...

Summary Gas utilities are the safest industry in the sector regarding valuation and quality scores. Most electricity and water providers are overvalued. FUTY: an alternative to XLU. 10 stocks cheaper than their peers in December. This monthly article series shows a das...

Summary Expectations surrounding central bank policy, China’s gradual reopening and a lower US dollar are key to investor sentiment in the final stretch of 2022. Central banks have increased interest rates at the fastest rate on record, and there are signs that higher yields are ...

Summary Gas utilities are close to 11-year averages in valuation and quality. Water utilities are overvalued by 30% relative to their baseline. IDU: an alternative to XLU. 10 utility stocks cheaper than their peers in November. This monthly article series shows a...

Summary US President Joe Biden inked the Inflation Reduction Act (IRA) into law on August 16. This legislation will likely be transformative over the long term as it is the largest government-led investment in clean energy in US history. The US goal is to achieve a 50%-52% red...

Summary U.S. midterm elections: Win, lose or draw for markets? What sectors may benefit from a divided government. Will equity markets get the post midterm election bump? For further details see: U.S. Midterm Elections: Win, Lose Or Draw For Markets? ...

Summary Why the declines in tech on the S&P 500 may be hiding strength in other sectors from investors. The energy sector may still provide opportunities for investors. Insurers are not suffering the same challenges as other financials in the current high-rate environment....

Summary In today's issue of the 1-Minute Market Report, I examine the market bounce since the October low, and highlight the areas of the market that are leading the way higher. On Thursday, for every stock that was down, there were 26 that were up. For the first time since August...

Summary The Inflation Reduction Act could usher in a golden age for energy generation, storage and distribution. For decades, utilities have been a steady, if not a scintillating attraction for equity investors. In all, we expect the clean-energy benefits of the IRA to catalyz...

Summary Gas utilities are close to their 11-year averages in valuation. Water and electricity subsectors are moderately overvalued using the same metrics. FUTY: an alternative to XLU. 10 stocks cheaper than their peers in October. For further details ...