SPHB

Large-Cap Growth Is Still Leading The Market. Will It Last?

Reviewing the major US equity factors on a year-to-date basis continues to show large-cap growth leading the horse race. But last week may have been a turning point for the factor laggards, say analysts. The worst-performing risk factor this year is small-cap value.

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

ALTL: 42% Win Rate Signals It's Time To Exit

The Pacer Lunt Large Cap Alternator ETF (ALTL) has a 42% win rate over the last 50 months. ALTL is a market-timing ETF alternating between high-beta and low-volatility strategies. Since its inception, ALTL has substantially lagged behind the SPDR S&P 500 ETF (SPY) The BlackRock U.S. Equity Factor Rotation ETF (DYNF) is a "strong sell"

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

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