Previous 10 | Next 10 |
2023-08-08 00:01:00 ET Summary The tough part to the CPI / PPI data the last 18 months, is that the “compares” for the CPI get tougher as we move through 2023, since CPI inflation peaked in June ’22. One of the problems with hyper-focus on any particular set o...
2023-07-27 08:00:00 ET Summary Rob Isbitts and Matthew Tuttle discuss their investment strategies and the current market climate. Business trends, Elon Musk's influence, and the market rally. SPY, DIA, QQQ, potential market range, and the importance of treasury bonds. ...
2023-07-26 04:34:00 ET Summary Investors who seek defensive equity portfolios might think they need to sacrifice long-term return potential to reduce volatility. Our research suggests that S&P 500 stocks segregated into the highest quintile for QSP characteristics fared relati...
2023-07-24 21:30:00 ET Summary The main factors lifting the market during the week were positive bank earnings reports and additional data indicating tamer-than-previously expected inflation. Investors however remain focused on 2023-Q4 after having set their forward-looking attent...
2023-07-22 05:40:00 ET Summary We’ve been anticipating a recession for some time, but I believe the US economy is too strong to experience one this year. Core inflation has been stubbornly high, but I expect it to fall as the impact of flattening home prices makes its way i...
2023-07-21 22:54:00 ET Summary Lower real return: after factoring in inflation and taxes, the real return of a money market is much lower than investors may expect. Lower long-term performance: longer-term government bonds, corporate bonds, and stocks have historically returned mo...
2023-07-19 06:36:00 ET Summary Nasdaq’s plan to reconfigure the weights of its constituents should prompt investors to think about the broader concentration risks in US equity markets, particularly in passive portfolios. Concentration risks extend beyond Nasdaq. The broader...
2023-07-17 13:15:00 ET Summary The global custodial banks like State Street, Bank of New York Mellon, and Northern Trust don’t look very healthy. The interesting part to the 2023 S&P 500 EPS data is that 2023 is now expecting 0-1% EPS growth for 2023. We could defin...
2023-07-05 15:54:41 ET Summary The first half of 2023 saw the narrowest breadth in history, with just 25% of stocks outperforming the S&P 500, according to Bank of America Global Research. The Invesco S&P 500 Top 50 ETF is considered a hold as Q3 ensues, with a high price-...
2023-06-30 08:30:00 ET Summary SPY has had a nice first half, but is masking a disturbing long-term trend. It is flat over the past 2 years, and its 10-year rolling return is clearly rolling over. This broad-based article discusses my views and actions over multiple time frame...