OEF

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.