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2023-03-24 14:48:48 ET iShares S&P Small-Cap 600 Value ETF ( NYSEARCA: IJS ) - $0.3297 . 30-Day SEC Yield of 1.83% as of Feb. 28. Payable Mar 29; for shareholders of record Mar 24; ex-div Mar 23. For further details see: iShares S&P Small-Cap 600 Valu...
2023-03-18 02:14:07 ET Summary High frequency indicators can give us a nearly up-to-the-moment view of the economy. The metrics are divided into long leading, short leading, and coincident indicators. Several important coincident indicators - tax withholding and temporary staf...
2023-03-18 01:20:49 ET Summary The recent weakness in the banking system demonstrates just how fragile it is. We have yet to see the full impact of higher interest rates in the economy, but earnings have already started to decline. The market's earnings expectations for the S&...
2023-03-15 23:05:00 ET Summary After more than 12 long years, the stage may finally be set for an extended upswing in small-caps. When leadership concentration broke down in previous cycles, we saw multiyear periods where small caps outperformed large caps. In the current cycl...
2023-03-11 02:24:27 ET Summary The Fed “pivot” which is “higher for longer” and the implications. We believe that the Fed is well aware of the need for a continued hiking process and therefore staying “higher for longer”. Volatility mo...
2023-03-08 08:49:00 ET Summary Stocks, bonds and key commodity prices broadly fell in February as investors revised up expectations for policy rate peaks amid surprisingly resilient inflation and global economic data. Of the four largest emerging markets, only Taiwan continued to ...
2023-03-07 22:42:20 ET Summary Roundhill Acquirers Deep Value ETF holds in equal weight 100 small caps with a wide discount to valuation. It is overweight in consumer discretionary. Valuation and quality metrics are attractive, but it holds 18% of risky stocks regarding my cri...
2023-03-06 16:05:17 ET Summary Vanguard Russell 2000 Value ETF tracks a small cap value index. The strategy is backed by the Fama and French three factor model. However, the fund has been lagging other small-cap value funds. It may be partly explained by two shortcomings i...
Summary For the month of February, the S&P 500 Total Return Index ended down -2.4%. What disrupted the January rally? During the month, we received some affirming data that the economy may be on firmer footing than economists previously thought. But markets are worried that such str...
Summary Invesco S&P 500 High Beta ETF has pulled back modestly from its Feb. 2 peak. High dividend yield and low volatility have joined momentum as year-to-date losers in recent weeks. The recent recovery in the upside bias suggests that most of the funds will continue to hold o...