…months compared to the previous ten years. It does the same thing with unemployment and the Purchasing Managers Index, which is a common proxy for economic growth. The model scores…
…commercial real estate since the barrier to entry for a diversified portfolio of actual commercial property is very high – and relatively illiquid, especially compared to REITs, which are highly…
…the brand, but the company that defaulted), and General Electric was too complicated and weird. In any case, all three of them are storied American brands that once represented the…
…casual glance suggests that small cap stocks are a much better investment. The following chart helps distill the winning and losing periods by comparing how small cap stocks fared compared…
…10-percent on average since 1927, that includes the 90+ percent losses in The Depression and the two 50 percent losses over the last 20-years. Our strategy is picking an allocation…
…investors since the late 1990s tech bubble. Although you can find the same thing if you look at commercial indexes from companies like S&P, Russell and MSCI, the following data…
…four sectors posting double digit revenue growth. The market, however, isn’t rewarding the good earnings data. According to FactSet, companies that have reported upside earnings surprises have seen average price…
…stocks are household names, such as Amazon, Google, and Tesla. Speaking of Google (or, more technically, Alphabet, the parent company), the weighting scheme counts each of Alphabet’s share classes as…
…reinvesting all cash flow. He stresses that whenever there comes a time when an adjustment is needed, the committee should keep it simple, slow and transparent. On the other side…
There was fairly downbeat sentiment surrounding commodities and commodity-linked stocks yesterday. The Bloomberg Commodity index hit its lowest level in 16 years, and is close to setting an all-time low…
