Should Vanguard S&P Mid-Cap 400 ETF (IVOO) Be on Your Investing Radar?

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

Anatomy Of A Recession Update: What's Different About This Cycle?

Jeffrey Schulze, Head of Economic and Market Strategy at ClearBridge Investments, discusses the updated ClearBridge Recession Risk Dashboard. He says immigration has increased the growth potential of the US economy more than usual. He also shares his views on US equities and the impact of the Magnificent Seven.

Is John Hancock Multifactor Mid Cap ETF (JHMM) a Strong ETF Right Now?

Brad Simpson On 'Vibecession' And What It's Telling Us About Market Sentiment

Margin Debt Surges As Bulls Leverage Bets

Margin debt levels have surged as bullish investors leverage their bets in the equity market. The increase in leverage represents increased risk-taking by investors in the stock market. Margin debt is not a technical indicator for trading markets. As consumer confidence improves, so does the speculative demand for equities.

VO: Mid-Caps Look Better Than Large-Caps, And So Does This Fund

Vanguard Mid-Cap Index Fund ETF Shares is a good investment option for the next phase of the market cycle. The fund's diversified portfolio of mid-cap stocks offers more resilience than small-caps. The VO ETF is a passively managed fund with a low expense ratio of 0.04%. The fund offers a 12-month dividend yield of 1.50%.

TDAM CIO On Navigating The Markets After Strong Start To The First Quarter

Is JPMorgan Diversified Return U.S. Mid Cap Equity ETF (JPME) a Strong ETF Right Now?

Algorithmic (High Frequency) Trading Rears Its Ugly Head Again

High frequency trading accounts for as much as 70% of the volume in stocks traded on the U.S. Exchange. Bill Kort says computers are scanning for good economic news and bad news for stocks. He says the downside of high frequency trading is that it creates fear and distrust in the market.

With 10-Year Treasuries At 4.4%, How High Is Too High?

S&P 500 Pulls Back As Fed Officials Get Lost On Road To Rate Cuts

The S&P 500 pulled back from last week's record-high close. The index ended the first trading week of April 2024 at 5,204.34. On Monday, 1 April 2024, signs that oil prices are likely to rise pushed up inflation expectations. Several Fed officials responded by trying to dial back expectations for when they will start cutting interest rates.

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

S&P 500 Earnings: New Quarter, Will The 'Upside Surprise' Factor Continue In 2024?

Home Earnings Analysis S&P 500 Earnings: New Quarter, Will The 'Upside Surprise' Factor Continue In 2024? Q4 ’23 EPS ended at $57.16, up from $54.69 at the end of the previous quarter. The forward 4-quarter estimate jumped this week to $251.58 from $242.94.

Noteworthy ETF Inflows: VO, ANET, TDG, PCAR

S&P 500 And Bond Market Annual Returns; Style Box Update

Home Market Outlook Today's Market S&P 500 And Bond Market Annual Returns; Style Box Update. High-yield credit has done well in the last year in terms of absolute returns. From Jan. 2000 through March 2024, the annual return for the S&p 500 is 7.40%.

Should Schwab U.S. Mid-Cap ETF (SCHM) Be on Your Investing Radar?

CDT Insider Sentiment Ratio March 2024: High Sentiment

Insider Sentiment Bounced Back in March. The composition of the market is exceptionally top-heavy with the top 10% of companies in the S&P 500. The excess earnings yield minus the 10-year Treasury rate is now negative for the first time since 2007. Since the October 2023 low, the market has made a year's worth of returns in 90 days.

VTI: Why We Like Total Market Better Than S&P 500

Vanguard Total Stock Market ETF offers advantages over the S&P 500 index due to its inclusion of mid and small-cap companies. VTI provides exposure to higher growth potential at a potentially lower valuation compared to the stock market. The stock market is currently very expensive and VTI's dividend yield is lower than its historical average.

Equities Shine Over Bonds

S&P 500's one-year trailing total return through the end of March was nearly triple the historical average of 11.8%. Long-term US Treasuries have been a loser of a decade for sure. Equity market returns have been well above average over the last five and ten years. The last two years have been below the long-term average.