Investment/Securities

Why stock investors shouldn't count on a "Santa Claus" rally this year

Why stock investors shouldn’t count on a “Santa Claus” rally this year

Investors, like children on Christmas Eve, expect Santa Claus to come down the chimney, walk to Wall Street and deliver the rewarding gift of a stock market rally. This year, however, investors might be better off betting on a lump of coal, rather than waiting for tangible stock market gains to emerge this holiday season, …

Why stock investors shouldn’t count on a “Santa Claus” rally this year Read More »

If the bulls really had control, these stock sectors would be the leaders right now

If the bulls really had control, these stock sectors would be the leaders right now

It’s still a bear market, according to the relative strength ranking of the US stock market sector. This is because the sectors that generally do best at the end of bear markets have been lagging lately. Conversely, sectors that usually do the worst at the end of bear markets have outperformed. This is not what …

If the bulls really had control, these stock sectors would be the leaders right now Read More »

Financial markets are issuing a warning that a recession is imminent: here's what it means for equities

Financial markets are issuing a warning that a recession is imminent: here’s what it means for equities

Across markets, familiar trading patterns for stocks, bonds and commodities that have held for months are starting to unravel as financial markets grapple with expectations that the US economy will sink. into a recession next year, market analysts told MarketWatch. The S&P 500 SPX index, +0.75% had its longest losing streak in nearly two months …

Financial markets are issuing a warning that a recession is imminent: here’s what it means for equities Read More »

This fund beats the S&P 500 using only 75 of its constituents.  Here's how it works.

This fund beats the S&P 500 using only 75 of its constituents. Here’s how it works.

What worked well for years of a bull market through 2021 – the focus on growth, regardless of price – has come to a halt this year. The revival of the value investing style – and modest valuations overall – has taken hold. The approach adopted by the Invesco S&P 500 GARP ETF has paid …

This fund beats the S&P 500 using only 75 of its constituents. Here’s how it works. Read More »

Can you still retire with $1 million?  That's what today's millionaires want to know.

Can you still retire with $1 million? That’s what today’s millionaires want to know.

OK, so a million dollars isn’t what it used to be. That’s the worry of a surprising number of American millionaires. At least that’s what fund management giant Natixis, which owns bond boutique Loomis Sayles, among other companies, reports. Natixis surveyed around 1,600 people with at least $1 million in “investable assets”. And just over …

Can you still retire with $1 million? That’s what today’s millionaires want to know. Read More »

This Brilliant Idea Can Make Everyone Better With Money, Older Americans Say

This Brilliant Idea Can Make Everyone Better With Money, Older Americans Say

Polls consistently show that older Americans regret a lot of things — working too much, choosing the wrong partner, not taking care of their health, and so on. There are also often financial regrets, such as not having saved enough and investing too little for retirement. This last regret has many reasons: everything from the …

This Brilliant Idea Can Make Everyone Better With Money, Older Americans Say Read More »

The U.S. economy won't collapse under the "weight" of the Fed based on how these sectors perform despite inflation and oil risks

The U.S. economy won’t collapse under the “weight” of the Fed based on how these sectors perform despite inflation and oil risks

Investors are trying to read the tea leaves on a choppy U.S. stock market to gauge whether its recent rise can continue after Federal Reserve Chairman Jerome Powell sparked bullish sentiment in late November by indicating that his aggressive stock hikes interest rates could slow. “Stock market management is telling you that the economy is …

The U.S. economy won’t collapse under the “weight” of the Fed based on how these sectors perform despite inflation and oil risks Read More »

"I had to keep my cool because I didn't want to derail my success."  This financial advisor overcame the odds against her.

“I had to keep my cool because I didn’t want to derail my success.” This financial advisor overcame the odds against her.

Lanta Evans-Motte was forced to grow up fast. His mother died while Evans-Motte was still in elementary school. Two years later, her father suffered a severe stroke. “We didn’t know if he would live,” said Evans-Motte, now a financial adviser in Calverton, Maryland. “It was a touch-and-go for a while.” Evans-Motte was the youngest of …

“I had to keep my cool because I didn’t want to derail my success.” This financial advisor overcame the odds against her. Read More »

Here's how a hedge fund bucks the tide and beats the markets

Here’s how a hedge fund bucks the tide and beats the markets

Fund managers White Shoe Boston GMO – founded by Jeremy Grantham – are pulling the spotlight this year with their “equity dislocation” investment strategy. This strategy, unveiled almost exactly two years ago, buys the cheapest “value” stocks, then bets against the most expensive “growth” stocks. This “equity dislocation” portfolio gained a stunning 21% from October …

Here’s how a hedge fund bucks the tide and beats the markets Read More »