The recent rally in the U.S. stock market could be even stronger than it look, reports an article in MarketWatch. Though the S&P 500 is up 6.6%, the Nasdaq Composite…
Tag: Market Trends
Market Is Top-Heavy But Carnage Is Wide
Heading into 2022, Apple, Microsoft, Amazon, Tesla, Alphabet and Meta accounted for 25% of the S&P 500. Last year, they fueled the stock market to record highs. Now, they’re responsible…
Top JP Morgan Strategist Says Stocks Can Climb
Top JP Morgan strategist Marko Kolanovic says there will not be a recession this year and there will be an increase in consumer activity this summer. The co-head of global…
Can Your Bond Fund Keep Up With The Fed?
If the Fed raises rates as vigorously as expected this year, bond investors could get slammed, writes Jason Zweig in a piece for The Wall Street Journal. Of course, how…
Speculative Fever Is Cooling in U.S. Stocks
January was the 11th consecutive month of declines in trading in unlisted U.S. shares, at 70% below the record high set in February 2021, reports an article in Financial Times.…
A Look at Changing Factor Exposures in an Evolving Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has seen some major changes since the 2020 market bottom. It would have been very difficult to predict the massive rally we have seen…
Stock Exposure Is At A 70-Year High
About half of the $109.2 trillion of household financial wealth is made up of stock market holdings, and that equity share of assets hasn’t been this high in 70 years,…
The Investing Boom Goes Far Beyond Reddit
A recent article in The Atlantic posits that the current investing boom is being driven by more than just the “Reddit Bros” and that individual investors now span a broad…
Three Ideas to Help Fundamental Investors Weather a Flows Based Market
By Jack Forehand, CFA, CFP® (@practicalquant) — The market has changed in the wake of the pandemic. Retail trading is up dramatically. So is options activity. And narrative is driving returns much more…
As Investors Surge Into Market, Demand For Advice Rises
As more newer and younger investors enter the retail market, the demand for advisory services is growing, and has spurred asset managers to provide hybrid advice services that include both…