XLG News and Press, Invesco S&P 500 Top 50 From 12/04/23

2023-12-04 13:29:00 ET Summary The S&P 500 value index is up nearly 15% and international value stocks are up nearly 10%. Gold and commodities are also both up over that time, but small and midcap stocks and REITs are all down. There’s been a lot of chatter recently tha...

2023-11-28 05:51:00 ET Summary Equities have an important role to play in a diversified allocation today, to help hedge against inflation and to navigate a lower-growth environment. This year, the ERP for US stocks has declined. Our ERP metric shows the earnings yield of the S&...

2023-11-27 20:47:00 ET Summary The Thanksgiving holiday-shortened trading week saw the S&P 500 close at 4559.34, up 1.0% from the previous week's close. October 2023's short-term spike in long-term U.S. Treasury rates occurred just one month ago, so the model's raw projections...

2023-11-27 08:33:00 ET Summary While there has been a sharp decline in the expected Q4 ’23 S&P 500 EPS growth rate from 12.7% on 9/30/23 to 5.4% on 11/24/23, this is less worrisome given the y.y compare with Q4 ’22. The S&P 500 has not made a new high since t...

2023-11-27 03:08:00 ET Summary Q4 ’23 S&P 500 EPS has a weak comparison vs. year ago, to be sure, and if we “ex-Energy” from Q4 ’22, the quarter was even weaker at -7.2%. The one critical aspect to earnings reports that began last week with Walmart ...

2023-11-23 07:20:00 ET Summary The market of stocks always offers individual blue-chip bargains if you know where to look. However, individual companies always have the risk of failing. Exchange-traded funds are long-term "risk-free" portfolios that can't go to zero outside of an ...

2023-11-22 21:00:21 ET Summary The "Magnificent Seven" tech mega-caps (Alphabet, Apple, Amazon, Meta Platforms, Microsoft, Nvidia, and Tesla) have outperformed in 2023. Valuations for these stocks are at all-time highs, with a P/E ratio of 29x compared to 19x for the S&P 500. ...

2023-11-21 13:15:00 ET Summary How should investors construct their portfolios? Rob Isbitts recommends playing offense and defense in the market. Covered call ETFs like JEPI may be overrated and vulnerable in a worsening market due to their limited upside potential and potenti...

2023-11-21 07:40:00 ET Summary When the end of the year comes, and you look at your performance relative to the S&P 500 index, you will likely be disappointed. The financial services industry is predicated on upsetting people so that they will move money around in a frenzy. ...

2023-11-21 06:30:00 ET Summary Stock markets can go up a lot without a correction, but then when a correction comes, it tends to be a lot bigger than most people would like it to be. From a seasonal perspective, Thanksgiving week tends to be one of the most positive weeks of the y...