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'This time is different' is not a good mantra. Ignoring valuations always works until it doesn't. Many growth names, even quality ones, are down 20%, 30%, or even 50% from recent highs. Multiple normalization and rising interest rates are to blame. The bubble may not have fully de...
How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...
My last article examined valuations of 70 Large Cap Value companies. This article studies 70 Large Cap Growth firms across eleven key metrics as of May 20. Analysts are optimistic: 66 of the 70 Growth companies are Buys or Outperform. Analysts' three favorites have one-year p...
Over the last 120 years, valuations have consistently proved to be a strong predictor of future returns with lost decades a common occurrence. Given the low growth economic environment, low rates, and weak inflation, a market return significantly lower over the last decade is logical....
Value continues to trounce growth stocks within the style asset class across all market caps, and the longer-term returns tell us that growth might continue to lag for some time. It’s impossible to say how long the style “alpha” will be sustained. Growth stocks ha...
This article updates my July 2021 article, "Time to De-Risk." While the Wilshire 5000 declined 18.2% YTD, S&P 500 Q1 numbers were strong: 79% companies beat expectations, revenue up 9%, earnings up 13%. Trends are favorable for Total Market Cap/GDP, Shiller CAPE, P/E, P/B, P/S...
Our macroeconomic forecasting team assesses how the war and latest survey data have altered the economic outlook, policymaking and recession risks. Global growth was dragged lower, principally by steep contractions in Russia and mainland China. Barring the initial COVID-19 outbreak, M...
Investors bailed out of tech and growth stocks even as tech insiders added more. Insider buying on the XLK ETF has surged to the highest in the last ten years. We discuss why the bottoming in tech and growth stocks could be forming. Subsequently, we believe the outperformance in growt...
VUG and VTI share a lot of the same holdings, but in different proportions. We think that for the long-term investor, VUG is the better exposure due to a couple of principled thoughts. The VTI is a mimic of the market, and the forces directing the market have changed very meaningf...
Block reported first quarter results that missed estimates on a number of items. This has resulted in analysts cutting estimates for 2022 and 2023. It cannot be ruled out of this stock returning to its pandemic lows. For further details see: Block May Be Heading Back To ...
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2024-07-20 08:45:00 ET Investors employ many strategies in their attempts to beat the market, some more successful than others. But if you have enough time to let your portfolio work for you and are committed to adding more money to it every month, you don't need to beat the market to retir...
2024-07-14 09:00:00 ET It's always inspiring to hear stories about people who invested in a company and made tons of money as the company grew and succeeded. Although these stories are a testament to the power of investing, they can also be misleading. This is not because it doesn't happen ...
2024-07-05 12:12:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...