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

Only mega-cap outperforms more than 15% YTD

Only mega-cap outperforms more than 15% YTD as of July 5. Mega-cap dominated U.S. Indices are up at least 15% year-to-date. Small-cap and mid-cap stock indices up less than 5.5%. All mega-caps are overbought and other indices are either oversold or neutral.

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

Weekly Report: what happened at OEF 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

Millionaires Set To Flee Britain In Record Numbers In 2024 Over Economic, Political Instability: They 'Are Already Voting With Their Feet'

Nearly 10,000 millionaires are expected to flee Britain in 2024. The Henley Private Wealth Migration Report 2024 shows the UK has lost 8% of its millionaires in the last decade. The UAE is the world's leading wealth magnet, followed by China and the U.S. The UK is expected to see a record-breaking exodus of 9,500 millionaires.

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

5 Charts Expose Troubling Weaknesses In Record-High Stock Market: 'This Is Not Normal'

The dominance of mega-cap stocks hasn't been this pronounced since late 2008. The S&P 500 and Nasdaq 100 indices continue to notch new all-time highs. The tech sector has been the primary driver of the extreme valuations among major U.S. Stock indices.

Sizzling Moment For Stocks? S&P 500's Path To 5,600 'Achievable During Summer Rally,' Says Wall Street Analyst

The S&P 500 has an intriguing historical seasonality pattern during presidential election years. The market often kicks off summer with a solid performance in early June. July and August typically yield positive returns for the stock market in summer. Bank of America says a late June lull could set up an early July rally. The overperformance of mega caps relative to large caps.

Should iShares S&P 100 ETF (OEF) Be on Your Investing Radar?

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

How 'The Market' Is Really Doing

How Worrisome Is High Stock Market Concentration?

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

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

Hedge Fund's "Mag 7" Exposure Hits a Record: ETFs to Tap