Equity Investing For A New Era: The Return Of Alpha

Home Market Outlook Today's Market Equity Investing For A New Era: The Return Of Alpha. The era of easy money is ended. The post-pandemic era is setting up to be more volatile with greater differentiation across individual stocks. A more discerning market that prices stocks on underlying fundamentals is an opportunity for skilled stock pickers to outperform.

CSMD: Too Expensive On Several Fronts, But This SMID Growth ETF Is One To Watch

Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise

Home Market Outlook Today's Market Capital Markets Outlook Q3 2024: Distinguishing Signal From Noise AllianceBernstein expects economic growth to moderate and the inflation rate to descend toward the 2% range. The S&P 500 surged to new highs in the second quarter of 2024.

Positioning For The 2024 U.S. Presidential Election

Navigating The Markets: Insights From Our Q2 Economic And Market Review

Weekly Report: what happened at JSMD last week (0715-0719)?

U.S. Equities: Broadening And Grinding Higher

Home Market Outlook Today's Market U.S. Equities: Broadening And Grinding Higher. The economic strength that has delayed Fed cuts should support a positive backdrop for corporate earnings. The narrowness of the equity rally to date remains a concern for investors. Investors can look to companies, sectors, and markets with less stretched valuations to fuel the equity market rally.

U.S. Election: Near-Term Turbulence, Long-Term Questions

A close election could see increased U.S. Equity volatility followed by a relief rally. Investors should expect near-term turbulence leading up to the election, but economic fundamentals ultimately drive market performance. The current presidential election is like no other in modern history. The election is the first rematch of candidates since Eisenhower vs. Roosevelt.

The Curse Of The Mega Caps

Weekly Report: what happened at JSMD last week (0708-0712)?

Is Janus Henderson Small/Mid Cap Growth Alpha ETF (JSMD) a Strong ETF Right Now?

Sentiment Can Change... Fast

Weekly Report: what happened at JSMD last week (0701-0705)?

Weekly Report: what happened at JSMD last week (0624-0628)?

S&P 500 Earnings: June Payroll Report Next Friday

It’s labor force data week, with JOLTS due out Tuesday, ADP out on Wednesday, jobless claims out Thursday and the June nonfarm payroll report will be out Friday. The unemployment report has risen from a low of 3.2% post-pandemic to 4% as of last month. The Fed has gotten inflation down as low as it can.

Above The Noise: Getting Back To Normal

Weekly Report: what happened at JSMD last week (0617-0621)?

A Fundamental Shift Higher In Valuations

The fiscal policies implemented after the pandemic-driven economic shutdown created a surge in demand that further exacerbated an already extended market. From current valuation levels, investors’ expected rate of return over the next decade will be lower than it was in the past decade. The bulls have long rationalized that low rates justify overpaying for the underlying fundamentals.

What Is The Likelihood We Have A Bear Market This Year?

Weekly Report: what happened at JSMD last week (0610-0614)?