Value vs Growth: Current Trends, Top Stocks & ETFs

The value vs. growth stocks debate is never-ending, and the past 12 months provide a near-perfect illustration of how regularly these equity styles ebb and flow. Growth stocks, represented here by the iShares S&P 500 Growth ETF (IVW), steadily outperformed its Value counterpart (IVE) over the course of 2021. Since the new year, that narrative … Continued

The Best Performing Dividend ETFs & How to Find Them

The “bird-in-hand” theory suggests that, due to uncertainty of the future, investors prefer stock dividends to potential capital gains. While good in principle, that’s not always the case in practice. So if you value a bird in the hand, but at the same time want a chance at those in the bush, what investment vehicles … Continued

Recession Forecasting with Michael Gayed

FEATURING THE LEAD-LAG REPORT‘S PUBLISHER, MICHAEL GAYED  I’m a firm believer that when it comes to examining current economic and market conditions, the bond market gets it right more often than the stock market. With inflation rates soaring and the Fed ending its years-long ultra-loose monetary policy conditions, the big question is whether or not … Continued

Interest Rates Are Getting Weird with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 3/22/22. Follow Ben on Twitter @awealthofcs for more!  —— Interest rates are on the move. Here’s a look at government bond yields moving up across the board: Download Visual l Modify in YCharts These yields still pale in comparison with the inflation rate but rates are now much … Continued

Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

How Long Does it Take Tech Stocks to Recover From a Crash? with Ben Carlson

This post originally appeared on Ben Carlson’s A Wealth of Common Sense on 2/20/22. Follow Ben on Twitter @awealthofcs for more!  —— From 1990 through the end of 1999, Microsoft’s share price went from around 60 cents to almost $60. That was a gain of nearly 10,000%, good enough to turn $10k into $1 million. Not bad. Then the … Continued

Victors of Today’s Market Volatility with Beth Kindig

FEATURING I/O FUND’S, TECHNOLOGY INDUSTRY ANALYST, BETH KINDIG @Beth_Kindig, and Bradley Cipriano Markets have been volatile in 2022 and growth stocks have had a rollercoaster year so far. Countless high-performing technology stocks have been sold indiscriminately this year. For instance, growth leaders such as CrowdStrike, Datadog, and Snowflake were all down over 20% at one point in … Continued

How Strong Are Your Diamond Hands? with RAMP Capital

FEATURING RAMP Capital, @RampCapitalLLC One year ago during the retail trader and meme stock revolution, a new cult quip dubbed “diamond hands” was being spread around the world. There are many definitions on the web, but in general, someone who has “diamond hands” has a high tolerance to ignore volatility and large drawdowns in order … Continued

Scatter Plot: Dynamic Storytelling for Funds, ETFs & Portfolios

With YCharts’ new Scatter Plot, asset managers and advisors are empowered to take their visual analysis and presentations to the next level. Scatter Plots enable you to plot any of YCharts’ 4,000+ calculated metrics for funds, stocks, and portfolios, and also communicate to clients how funds or portfolios stack up against each other and their … Continued

Bear Market Mania with Charlie Bilello

FEATURING THE FOUNDER & CEO OF COMPOUND CAPITAL ADVISORS, CHARLIE BILELLO, @charliebilello Is this a bull or a bear market? In looking at any of the major U.S. indices, that might seem like a ridiculous question. The S&P 500 is up over 20% on the year and has hit 66 all-time highs, the second most of … Continued