Overvalued Markets, Big Decisions & Cherry-Picking with Nick Maggiulli

FEATURING RITHOLTZ WEALTH MANAGEMENT’S, CHIEF OPERATING OFFICER, NICK MAGGIULLI @DOLLARSANDDATA One of the biggest questions on investors’ minds today is whether the stock market is overvalued. After all, if you look at the data, it seems abundantly clear that prices have outpaced fundamentals (i.e. earnings) over the past couple of years. For example, from January 2020 … Continued

Why $PINS Plummets & $SNAP Summits with Nikki Dunn

FEATURING SHE TALK FINANCE’S, FOUNDER, NIKKI DUNN @shetalksfinance Pinterest (PINS) and Snapchat (SNAP) shares have been pretty great performers over the past few years in the social media space. A recent earnings season however, is starting to show a clear divergence in how the market is perceiving these two companies. While Snapchat has enjoyed modest gains … Continued

Monthly Market Wrap-up: December 2020

Welcome back to the Monthly Market Wrap-up from YCharts, where we break down the most important market trends for advisors and their clients every month. As always, feel free to download and share any visuals with clients, colleagues, or on your social media! Want the Monthly Market Wrap-up to be sent straight to your inbox? … Continued

Monthly Market Wrap-up: November 2020

YCharts welcomes you to the latest edition of our Monthly Market Wrap-up, where we break down the most important market trends for advisors and their clients every month. Feel free to spread the love and forward to a friend or colleague! To start receiving YCharts’ Monthly Market Wrap-up straight to your inbox, subscribe below: This … Continued

Monthly Market Wrap-up: October 2020

YCharts welcomes you to our inaugural Monthly Market Wrap-up, where we’ll break down the most important market trends for advisors and their clients every month. To start receiving YCharts’ Monthly Market Wrap-up straight to your inbox, subscribe below: As October 2020 came to a close, investors were spooked by the election, virus uncertainty, and presumably … Continued

Economic Update — Reviewing Q3 2020

The bull market raged on in the third quarter of 2020, continuing the second quarter rally. Despite the Covid-19 pandemic keeping a tight grip on the global economy, the S&P 500 and Dow gained 8.9% and 8.2% respectively, while big tech drove the Nasdaq Composite up 11.2% in Q3 on a total return basis. Even … Continued

Economic Update — Reviewing Q2 2020

The first quarter of 2020 was one of the worst on record for the US stock market, but the second quarter proved to be one of the best. In Q2, the S&P 500 was up 20.5%, the Dow climbed 18.5%, and Nasdaq Composite gained a staggering 30.9% on a total return basis. After the market’s … Continued

S&P 500 Storylines with Lyn Alden

FEATURING: LYN ALDEN One thing I continue to monitor is the consolidation (and potential pivot point) for the ratio of the equal weight S&P 500 $RSP and the market weight version $SPY. Equal weight tends to outperform over the long run, but underperform at the 2nd half of a business cycle. pic.twitter.com/aEompytdMh — Lyn Alden … Continued

YCharts 101 For Mutual Fund Wholesalers

Just like different investing strategies, investment research and sales tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, … Continued

YCharts 101: Account Set Up and Customization

Just like different investing strategies, investment research tools come in a range of shapes and sizes. When searching for a solution that meets your needs, you’ll likely consider ease of use, research capabilities, customization features and affordability, among other factors. YCharts combines all of the above—a modern and intuitive interface, high horsepower tools, customizable sales … Continued