SPDV

Equity Income Investing Redux

High-yielding stocks are positioned to perform better over the next year. The top 20% of dividend-paying stocks in the S&P 500 Index have returned 13.5% in the 12 months through March. Over the past 30 years, the highest quintile of high-yield stocks have outperformed.

SPY: The Setup Looks Extremely Bearish

SPY has been on a strong run recently, but the outlook is very bearish right now. The S&P 500 is overvalued based on several valuation models. A weakening macroeconomic outlook also poses a severe headwind for SPY. SPY is facing a challenging economic environment and outlook.

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.

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 SPDV last week (0415-0419)?

Iran Attacks Israel - How Could Markets Be Impacted?

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

Sideways, With A Splash Of Uncertainty

The S&P 500 established its last record high on the last Thursday in March, right before the long Easter weekend. The market has bounced around in a mostly directionless manner since then. The Q1 earnings season is officially underway as of Friday. The recent decline in stock prices has taken a relatively short-lived effect.