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Bespoke posted this chart on the breakout in the Stoxx 600 as well as the table of the “expected forward returns” to the Bespoke Report this week, and added a few other pages, but rather than...
Last week, with this “stylebox” update, the longer-term returns on the S&P 500, NASDAQ Composite and Nasdaq 100 are really nothing to write home about, given the risk of downside of an exogenous...
It’s a crude summary using an Excel spreadsheet, but this blog has been tracking the annual returns of the international funds and ETFs as the asset class looked more and more grim the last few...
Clients top 12 Holdings (listed 1 -12), spread across separate accounts, custodied at Schwab, as of 8.31.24 (YTD returns as of 8/31/24): JP Morgan Income Fund (JPMIX), YTD return +6.09% Microsoft...
This daily chart of the Invesco DB US Dollar Index Bullish Fund (NYSE:UUP) was sent to me about a month ago by a technician. He knows I like International and Non-US asset classes heading into...
International / Non-US investing has been so out-of-favor for so long, a recent conversation with a long-time friend who has his portfolio allocated based on a traditional bank asset allocation model...
Rather than bury the lede, this table is catching my interest since it a) looks at the forward SP 500 EPS estimates, and b) measures the rate-of-change for said estimates over time. The 12-week...
Jim “RevShark” DePorre (@RevShark) writes for TheStreet, Jim Cramer’s operation (or former operation) and the former TheStreet.com, and one of Rev’s favorite and oft-repeated...
2022 was the first year since 2016 that value investing thoroughly trounced growth investing. Click on the above table and you can see the progression between growth and value amongst the large-cap,...
The above chart – from 1930 through the current period – is from a gentleman that can be found on Twitter under the moniker @thechartist, and what struck me about this chart this gentleman...
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