In this week’s research report we are going to cover a few topics. The first topic centers on the all-too important economic data. The next topic will focus on the coming week’s data. We’ll conclude with an overview of S&P 500 earnings as we kick off earnings season at the end of the coming week.…...
In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For the month of June, the Dow rose 0.1% while the S&P added 1.1% and the Nasdaq rose 1.3 percent. In the second quarter, the Dow gained 1.4%, the S&P was up 3.6%, and the Nasdaq gained…...
By Stuart Barton, CFA Following the events of Feb. 5th, several volatility-linked products have been delisted or deleveraged. We thought now was a good time to take a step back and survey the volatility landscape as it exists today. If you’d like to read a brief summary of the causes of Feb. 5th I recommend…...
Divergence! A one-word sentence used appropriately to describe last week’s trading action where the Dow was significantly lower than its peer indices. The Dow Jones Industrial Average rose 119.19 points to 24,580.89 on Friday. Friday’s close marked the first gain for the index in nine sessions, snapping its longest losing streak since March 2017. The S&P 500 gained 0.2%…...
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be Hazardous to your Wealth, we showed how the stock markets tend to cycle between growth and decline. Passive, “buy and hold” investors who hold their investments through the cycles are likely to endure long periods of time…...
In an investing world that is filled with various investment vehicles, strategies and practices, risk vs. reward usually plays a very critical role in how individual investors participate in the market. An era of central bank Quantitative Easing practices has been blamed for many of the extremes in both the equity and fixed income markets…...
Are you a short-VOL/VIX trader? If so you probably know what it feels like to have your trading style/strategy heavily scrutinized and even demonized in the media and seemingly endlessly. It’s with this sentiment in mind that I share with you our latest thoughts on certain of the media-driven insights on the volatility of the…...
By Lance Roberts Part I: Buy and Hold Can Be Hazardous To Your Wealth One would think that following two major market corrections of over 50% within the last two decades, investors would have a better appreciation for how much time it takes to compound your way out of losses. While buy-and-hold investors who stayed…...
Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very concerning even as the S&P 500 finished higher by .49% for the week. Below is a chart of the daily change and craziness of the markets last week through the lens of the broadest index, the…...
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different. While you may have heard these famous words, you may not know the full context for which they were originally offered by Sir John Templeton, who wrote “16 Rules for Investment Success” in 1993. The following…...
