Q2 2024 Active Management Review: Momentum Keeps Rolling

Shifting Narratives: What The Highs And Lows Mean For Expectations

Market concentration rose to multi-decade highs as names like Nvidia, Apple, and Microsoft continued to surge higher. The three largest names in the S&P 500 accounted for 40% of the total returns through the end of 2024. On the lower economy and inflation side of the debate, the Fed continues to work to lower inflation.

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

Fresh Thinking On Active Investing In U.S. Large-Cap Stocks

Home Investing Strategy Portfolio Strategy Fresh Thinking On Active Investing In U.S. Large-Cap Stocks. Tony DeSpirito challenges conventional thinking that alpha-seeking investors should avoid large-cap stocks. The top stock by market cap in the S&P 500 is larger than the entire small-cap universe.

Beware The 'Relative Value' Trap

Capital has been rotating out of tech into small and mid-cap indices. Global fund flows have been concentrated in the most expensive US tech sector. The odds of a Fed easing cycle have risen as the US economy continues to weaken. The 'Relative Value' Trap is a trap investors are falling into.

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

It's Rotation Time (Or Not) Again

June CPI report shows lower than expected price gains, increasing likelihood of Fed cutting interest rates in September. Lower inflation can benefit small-cap stocks by helping them maintain profit margins during economic slowdown. Uncertainty remains about durability of rotation from large cap growth stocks and reasons behind recent sell-off.

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

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

Taking Stock: Q3 2024 Equity Market Outlook

Home Investing Strategy Portfolio Strategy Taking Stock: Q3 2024 Equity Market Outlook by Tony DeSpirito. U.S. Stocks held onto gains in the second quarter, even as concerns over stubborn inflation, strong economic data and reduced expectations for Fed rate cuts. Bigger dispersion as earnings growth is the catalyst for increased stock-level dispersion.

Beyond Money Markets: Maximizing Your Cash

Surprising Analyst 12-Month Target For DSI

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

Equity Outlook: High Valuations And Higher-For-Longer Rates

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

iShares MSCI KLD 400 Social ETF declares quarterly distribution of $0.2915

How Worrisome Is High Stock Market Concentration?

Weekly Report: what happened at DSI last week (0603-0607)?

Weekly Report: what happened at DSI last week (0527-0531)?

Weekly Report: what happened at DSI last week (0520-0524)?