VOT News and Press, Vanguard Mid-Cap Growth From 08/01/23

2023-08-01 04:58:00 ET Summary In the second half of 2023, investors will likely face a theme of “resistance,” with equity valuations elevated, earnings facing headwinds and the Fed trying to cool off the job market. By 2024, we think resistance will give way to “...

2023-08-01 04:47:37 ET Summary The Vanguard Small-Cap Growth ETF has underperformed the Invesco QQQ ETF by 14.67% since June 2022, the date of my last review. At the time, VBK had a profitability and valuation problem. This article re-evaluates its fundamentals alongside QQQ and t...

2023-08-01 01:13:00 ET Summary The S&P 500 rose 1% during the fourth and final week of July 2023. The major market-moving news event of the week was the Federal Reserve's quarter-point rate hike, which it announced on Wednesday, 26 July 2023. The BEA's first estimate of re...

2023-07-30 04:04:00 ET Summary We believe the post-pandemic investment regime characterized by higher inflation, rates, and valuations will require a new approach to equity investing. While there are no crystal balls in investing and markets are notoriously unpredictable, we see v...

2023-07-28 20:55:00 ET Summary Roughly half of the S&P 500 has reported their Q2 ’23 financial results, and the forward estimate has firmed up a little bit. The 2023 and 2024 calendar year EPS estimates for the S&P 500 were also revised higher this week. The for...

2023-07-26 03:10:00 ET Summary Sector rotation has been ongoing for the last two months, while the spotlight has been on the massive tech stocks. We identify and profile a pair of cyclicals and one defensive company with unusual earnings reports on tap. Investors are looking p...

2023-07-25 03:00:00 ET Summary The “60/40 portfolio” (60% stocks, 40% bonds) suffered a historically bad run in 2022, prompting many market practitioners to question.is the 60/40 portfolio construct dead? With the stock/bond correlation rising sharply in just a few m...

2023-07-25 01:55:00 ET Summary S&P 500 EPS growth for Q2 2023 is set to come in at -9%, the lowest rate in 3 years and the third consecutive quarter of negative earnings growth. The LERI shows corporate uncertainty remains at its highest level since the pandemic. Potential...

2023-07-24 21:00:00 ET Summary The Equally Weighted S&P 500 is now up solidly for the year, while in late May that equally weighted index was down for the year. It appears that the correction in the overheated NASDAQ 100 Index has started, and a most likely target will be the ...

2023-07-24 07:00:00 ET Summary Signs that market participation is broadening are continuing to show up. The best performer last week was Commodities, which finally caught a bid after a year-long slide. The worst-performing asset class last week was Asia, led lower by China. ...