Value Is Back In Style After Summer Setback
Summary Value stocks have been on a wild ride lately, badly lagging the broader market indexes and the growth-heavy Quality factor in the global rally in July, only to recapture…
The Best Ways to Jump Into Dividend Stocks
Lured by the prospect of steady income, investors are pouring billions into these inflation hedges without always understanding how they work Dividend stocks have become the new darling on Wall…
Defensives, energy, dividend plays gain favor as market swoons anew
Fresh volatility in U.S. stocks is pushing some investors to hunker down in areas of the market that have been relatively strong during a brutal year for equities, including energy…
What The Value Rotation Narrative Gets Wrong
Summary The value rotation story has been hard to miss – it’s a trend that’s been underway since late 2020 and has since continued to gather steam. A theme often…
Why Past Performance Tells Us Nothing About How Dividend ETFs Perform In An Inflationary Period
Summary Investors in dividend-focused ETFs like SCHD point to past performance to justify their faith that their investments can weather any upcoming market conditions. This ignores three factors that can’t…
U.S. Stocks Slip After Jobs Report
Employment data could affect the size and pace of Federal Reserve interest-rate increases ahead U.S. stocks edged lower Friday after a surprisingly strong jobs report cast doubt on the Federal…
Will the stock-market rally turn into a selloff? This bond-market gauge could tip investors off
Now that the Federal Reserve appears to have abandoned its forward guidance tool in favor of being “data dependent” to help inform its future path for rates, investors should keep…
July showed that markets are dealing with a growth scare rather than a recession and inflation will fall sharply going forward, Fundstrat says
The economy has entered a technical recession — but it could be just a growth scare, Fundstrat said. Inflation expectations have flattened, and markets now see the policy rate peaking…
Dow Jumps 300 Points After Solid Earnings From Goldman, Bank Of America
The stock market rallied on Monday to kick off a big week of earnings as the latest quarterly results from big banks provided further clues about the health of the…
PPI +11.3% Year Over Year, New Jobless Claims Spike to 244K
For a week that started out rather directionless in terms of stock market indicators, we’re sure making up for it late in the week. Not only is the unofficial start…