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Rising bond yields are creating uncertainty around equity valuations. The increase in VIX appears to be more contained versus previous market shocks but is masking violent rotation happening underneath. Xu: Active management is crucial in this part of the cycle. For further ...
One year ago today, on Monday, March 16, 2020, the Dow Jones Industrials fell by a record 3,000 points on a record-high 82.7 VIX reading. The market's nadir came on Monday, March 23. In just under a year, ending last Friday, the Dow and S&P 500 rose over 80%, while Nasdaq is up 11...
Most of the selling pressure in the popular NASDAQ names and the hot Chinese ADRs can be traced to "thematic investing" ETFs that specialize in "disruptive technologies". This is not the first time that the ETF industry has inflated or deflated the price of hot stocks. However, as lon...
We lay out three reasons why we see a strong economic restart, rather than a normal recovery, and believe markets still underappreciate its size and speed. U.S. Treasury yields hit 13-month highs. We see the recent rise in real yields as justified given the growth outlook and remain t...
The emergence of a growth catalyst - in this case, the reopening of the economy - should lead in succession to an increase in activity, demand, output, revenue, investment, and. Our bullish outlook was strengthened this week when President Biden signed the new stimulus package into la...
Doctor Doom, Henry Kaufman, former chief economist at Salomon Brothers, is back and "... sees danger in the markets and economy." The secular bear market that took hold of the index in 1966 bottomed in the fall of 1974, breaking below 600 on the industrials for a brief period. That be...
While a steepening yield curve sows the seeds of its own destruction via an ever more attractive roll and carry, especially with forward guidance on the front end, there is always a risk that markets end up questing the commitment to low policy rates. When Mr. Powell says that the Fed...
It was another great week. More and more investors are fleeing growth and tech stocks while pouring into energy, small cap, and financials. While we agree it is hard to chase those stocks at this point, we believe that this rotation could go on for years. The end of the pandemic i...
The January JOLTS report showed a pattern generally consistent with the past two recoveries, with layoffs having returned to normal levels, then hiring having increased, and finally quits and openings increasing as well. But the late autumn and early winter surge in the out-of-control...
Last week’s rally took the S&P back to all-time highs, reducing concerns about a more significant decline in the near term. However, with money flows still trending negatively, we may see some recent advance consolidation next week. While more stimulus will likely support p...
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2024-07-17 07:15:00 ET Dividend stocks can be dual-threat vehicles, offering investors the best of both worlds. Specifically, these equities can act as reliable passive income generators while simultaneously possessing the potential to increase your net worth through share-price appreciatio...
2024-07-12 05:48:00 ET Exchange-traded funds (ETFs) can be great for any investing style. Want growth? No problem. Are you a value investor? There are plenty of ETFs you'll probably like. Seeking income? You'll also have many ETFs from which to choose. Even if you desire exceptionally h...