Earlier this week, I attended the Evidence-Based Investing Conference (West) and spoke on “The Factor Zoo” panel. I present a few highlights / takeaways from the event before. Of course, these are just my personal reflections, so anything excluded is simply because I could
June 30, 2017
This morning we learned that Real Disposable Personal Income rose at the fastest month-over-month rate since April 2015, up 0.6 percent. Looking at a year-over-year basis, real Disposable Personal Income rose at the fastest rate since October 2016. That growth
There’s been a growing chorus lately suggesting that perhaps the record low VIX readings aren’t due to record low feelings about volatility, but instead due to the dramatic increase in VIX products and assets betting on decreases in volatility. As RCM Alternatives notes, it
The S&P 500 closed June with a monthly gain of 0.48% after a monthly gain in May of 1.16%. All three S&P 500 MAs are signaling “invested” and four of the five Ivy Portfolio ETFs — Vanguard Total Stock Market
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RBC Capital Markets analysts Kenneth Lee and Mark Dwelle look at the beat up world of asset management and like some of what they see. The list of problems facing traditional asset management firms is deep and well-known. In a
Market Reaction to Draghi’s Speech On this edition of Market Week in Review, Todd LaFountaine, program director, advisor insights, chatted with Chief Investment Strategist Erik Ristuben about the market’s reaction to European Central Bank (ECB) President Mario Draghi’s speech earlier
The S&P closed June with a fractional monthly gain of 0.48% after a gain of 1.16% in May. The index is down 0.61% from last week and the volume is 7% below its 50-day moving average. The U.S. Treasury puts
The semiconductor industry, which is among the 11 sub-industries in the broader technology sector, has been one of the outperformers so far this year. Notably, iShares PHLX Semiconductor ETF (SOXX – Free Report) , which represents semiconductor stocks, has witnessed a year-to-date
