Capital Markets Outlook: Q2 2024

Investors are wrestling with concerns over stubborn inflation, faster-than-expected economic growth, and a tight labor market. We expect normalization to continue in inflation and growth. In the first quarter of 2024, most major equity market indices rallied to all-time highs. Alistair Berg gives his Capital Markets Outlook for Q2 2024.

S&P 500 Earnings Strong, And 'Upside Surprise' Higher Than Last Few Quarters

S&P 500 1%+ Gaps Higher

The Three 'Rs' Of Equities: Risk, Reward And The Role In A Portfolio

Investors wonder what current risk premiums portend for equity markets. Both interest rates and Treasury yields ratcheted upward with pernicious inflation. As long-term investments in real assets, equities deserve comparison to real risk premiums. We question whether real yields of 2% are sustainable for long- term investment.

IJH Fundamental Analysis

Should iShares Core S&P Mid-Cap ETF (IJH) Be on Your Investing Radar?

GRPM: Strategy Change Prompts Huge Returns For This S&P MidCap 400 GARP ETF

Invesco S&P MidCap 400 GARP ETF has been one of the top-performing mid-cap funds. The fund changed strategies effective August 28, 2023. GRPM has tracked the S& p midCap 400 index since May 1, 2013. The growth and value combination of the fund beats nearly every other fund in its category. Backtested data indicates GRPM's outperformance is an anomaly.

Broad market ETFs remain below 50-day moving averages, despite last week's uptick

Broad market ETFs remain below 50-day moving averages, despite last week's uptick. Bespoke Investment Group spotlighted 14 exchange traded funds that each advanced over the past 5 days by at least 0.6%. All of the funds are still below their 50- day moving averages.

Weekly Report: what happened at IJH last week (0422-0426)?

Should Franklin U.S. Mid Cap Multifactor Index ETF (FLQM) Be on Your Investing Radar?

Annual DCA Or Monthly DCA? Which Is Better?

Lump sum investing strategies beat dollar cost averaging strategies two-thirds of the time, according to Vanguard research. Mathematical calculations demonstrate that investing a lump sum yields a better final return compared to dollar cost averaged. Front-loading an investment strategy is still preferred for positive expectations.

S&P 500 Earnings: The Upward Revisions Are A Big Positive

The S&P 500 earnings yield ended the week above 5% for the first time since January 19th. The "upside surprise" for this quarter's earnings was 9.5%. The upside revenue surprise was 1.3% through this week. This is the 5th week in a row of sequentially higher estimates for the S&p 500.

Hertz Faces Tough Road Ahead: High Fleet Costs, Liquidity Concerns Trigger Downgrades

Hertz Global Holdings, Inc reported first-quarter sales growth of 1.6% year-on-year to $2.08 billion. The company missed the analyst consensus estimate. Hertz stock has lost over 70% in the last 12 months. Goldman Sachs and BofA Securities are among the analysts to downgrade the stock.

The Mag. 7: Concentrate Or Diversify?

The Mag. 7: Concentrate Or Diversify? David Kotok: What does an investor do? The Mag 7 has had a terrific single year and a good cumulative three years. The cumulative return of the Mag 7 stock package compared against the S&P 500.

Is Invesco S&P MidCap 400 GARP ETF (GRPM) a Strong ETF Right Now?

Just A Correction, Or Is The Bull Market Over?

'No Rate Cut' Bear Scares S&P 500 Into Retreat

The S&P 500 fell again during the third week of April 2024. Main driving force behind the falling level of stock prices are slipping expectations for when and by how much the Federal Reserve will cut interest rates during 2024. The index has dropped 5.5% below its record peak closing value from 28 March 2024.

S&P 500 Earnings: So Far, The Pattern Is Typical, But Mega-Cap Earnings This Week Loom Large

So far, the typical earnings pattern for the S&P 500 is showing no signs of anything amiss. The mega-caps will simply trade at lower multiples than they have in the past few years. The hallmark of any bull or bear market is P/E expansion and contraction. The top 10-12 market cap names comprise roughly 24-25% of the s&p 500’s earnings weight. Mega-Cap Earnings this week are expected to be strong.

Weekly Report: what happened at IJH last week (0415-0419)?

Should Invesco S&P MidCap 400 GARP ETF (GRPM) Be on Your Investing Radar?