DJD

Overlook Style Regimes At Your Peril

Home Investing Strategy Portfolio Strategy Overlook Style Regimes At Your Peril. Style regimes constitute one of investors’ largest risk factors. After 15 years of dominance of the growth style, investors want to see rotations between styles. Richard Drury: Style returns are powerful currents that investors may have overlooked.

Verizon's Q1: Flat Revenue, Bump In Free Cash Flow And Stable 2024 Outlook

Verizon Communications Inc reported fiscal first-quarter 2024 results. Sales increased 0.2% year over year to $32.98 billion. The company reported adjusted EPS of $1.15, beating the consensus of $.12. Verizon reiterated a 2.0% – 3.5% wireless service revenue growth for FY24.

Bubble Up: The Everything, Everywhere Bubble

Home Market Outlook Economy Analysis Bubble Up: The Everything, Everywhere Bubble. Investors face a challenging landscape with fiscal dominance pushing bond yields and inflation. Rising interest rates aim to curb inflation but can hurt stock valuations and bond prices. We are in the euphoria phase of an AI bubble.

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

Weekly Report: what happened at DJD last week (0408-0412)?

Weekly Report: what happened at DJD last week (0401-0405)?

Four Reasons To Consider Value Investing Now

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.