In this month’s video, I look at key trends developing in global stock and bond markets. Chart review includes analysis of large-cap, small cap, emerging market, high yield, interest rates, and gold prices. Observations of risk and reward are noted throughout with an emphasis on caution for new money at this phase of the rally in stocks. Recorded on March 7, 2017.
One of my go-to resources for sharing investment ideas and collaborating with other smart investors is StockTwits. This community-based platform is built solely around the ability to share information on stocks, ETFs, and indexes in real-time. It’s a tremendously valuable tool that many are probably under-utilizing in their weekly routines.
As such, I thought it would be helpful to share how I use this resource and potentially uncover some areas that you may not even know existed. Read more
There has been little positive news to share with respect to small cap stocks over the course of the last year as gains have been capped by waning risk appetites. The continued underperformance of this market segment relative to larger companies has been a headache for many growth-oriented investors that have stayed the course.
A traditional benchmark such as the iShares Russell 2000 ETF (IWM) is still off more than 20% from its all-time high. This story is repeated in varying degrees for similar indexes that track growth, value, and even fundamental categories in the small cap space. Nevertheless, there are two unconventional ETFs that have managed to tread a steady course during the midst of this weakness.
Investors dodged a bullet in January and the chase for performance is now instilling a “fear of missing out” in the current rally. I look at some of the top technical and fundamental reasons the market is behaving the way it is. Charts include: large cap stocks, small cap stocks, high yield bonds, low volatility, gold miners, and more. Recorded after the market close on February 29, 2016.
Seasonality is an anachronism that is derived from certain asset classes historical penchant for over or under performance during certain times of the year. While it doesn’t always hold true in every instance, there is typically a trend towards strength in the fourth quarter that acts as a tailwind for certain stocks. Read more