In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to show you our approach to value investing and how stock picking 101 is based on value investing principles and through the use of FAST Graphs! We actually don’t like to start with value, we like to start with fundamentals. Fundamentals first, value second.
In our view, stagflation scenarios tend to be worse for balanced portfolios than recessions.
When global equity markets tumbled in early August, investors got a glimpse of what a deeper correction could like for the US giants, and it wasn’t pretty. The so-called Magnificent Seven have dominated US and global equity market returns since late 2022—and valuations have soared—as earnings growth rebounded and on expectations that they will be the big winners from artificial intelligence (AI).
While short-term fluctuations and sudden selloffs have tested the markets, key indicators such as corporate profits, employment data, and economic resilience have held firm.
The “Sahm Rule,” a widely used metric for determining the early stages of recession, was triggered in July.
After a downward slide at the end of July and beginning of August, markets are attempting to recover losses. Through Friday, the S&P 500 experienced seven consecutive “up” days. Three of these up days qualified as “outlier” days (more than +/-1.50%).
One of the last remaining bright spots for Chinese consumption is rapidly fading, as the nation’s economic malaise takes a toll on demand for even the most accessible of goods.
Our outlook on the 11 S&P 500 equity sectors.
Build a dividend growth portfolio. The stock market as measured by the S&P is currently at an all-time high which makes it very challenging to try to build a quality dividend growth portfolio.
Deep value stocks are currently our highest conviction long-only investment idea. For the avoidance of any doubt, when we talk about “deep value,” we simply mean stocks that are cheap, often screamingly so, relative to our appraisal of their fair value. We do not care about a “growth” or “value” label that has been assigned, sometimes seemingly arbitrarily, by one index provider or another.
Stocks that offer artificial intelligence have been the hot ticket in the stock market – seeing their prices surge – many to astronomical heights. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will use FAST Graphs to see if he can locate some AI stocks that might not be so expensive, but his primary focus is going to be on Dell Technologies (DELL), as well as Dell’s competitors.
The current economic landscape is fraught with uncertainty, and the potential for higher inflation continues to pose a real threat to market stability.
Markets were recently rattled by concerns the U.S. may slip into recession, but it's not clear that those fears are justified.
Value has been in a protracted slump versus growth for years, but it’s been undergoing something of a makeover during that time.
GMO has posted a new 7-Year Asset Class Forecast.
Stocks that offer artificial intelligence have been the hot ticket in the stock market – seeing their prices surge – many to astronomical heights.
We manage risk within our strategic, long-term allocations based on diversification across equity, fixed income, and alternative assets.
Your portfolio can be the key to managing cash and maintaining flexibility.
This year, the bears have asserted themselves after the bulls controlled the first half. Shares of companies that recently announced stock splits are well off their highs, generally not benefiting from the historical trend of outperformance.
Common wisdom is that consumers are pulling back on spending, but some green shoots are sprouting that might break ground as big retailers prepare to report second-quarter results.
The flexibility offered through individual bonds translates well for tailoring individual financial goals and needs.
The acquisition further expands Janus Henderson’s private credit capabilities and complements Janus Henderson’s existing highly successful securitized credit franchise and expertise in public asset-backed securitized markets, and further expands our capabilities into the private markets.
Slower employment cements the case for the Fed to start a series of rate cuts.
It looks like investors have been adding shares of Amazon.com to their carts in recent weeks.
Multi-asset strategies must adapt to a promising—but changeable—environment for generating income.
When the Federal Reserve lowers its key short-term interest rate, the impact isn't uniform across the financial universe.
A stealth bear market could be defined as a bear market where several stocks have fallen more than 20% within the market, but yet the overall market itself hasn’t fallen. That’s why we call it a stealth bear market.
Over the past 20 years, the corporate bond market has experienced an evolution driven by cycles, regulatory shifts, and changing demand.
Recent developments in the labor market triggered the Sahm Rule, an economic indicator known for predicting the onset of recessions. Developed by economist Claudia Sahm, it signals a recession when the 3-month average of the unemployment rate rises by at least 0.5 percentage points above its low from the previous 12 months.
Portfolio Managers Shuntaro Takeuchi, Michael Oh, CFA, and Andrew Mattock, CFA, assess the reasons for the heightened volatility and sharp moves in global markets.
Until recently, the prevailing market narrative since October was that the Fed was in a "pivot" to eventual rate cuts.
As the late George HW Bush once said, “What is it about August?”
On July 31, the U.S. Treasury released its most recent Quarterly Refunding Announcement which revealed its financing strategy, presenting both positive and restrictive elements for global liquidity.
The secrets for a blueprint for young investors are: Start young. Be disciplined, do it regularly. Focus on what your needs are and what your goals are.
While election news dominated July's headlines, small-cap stocks had their best monthly performance relative to large-cap stocks since December 2000.
The Federal Reserve noted that inflation is moving closer to its 2% target after electing to hold rates steady at its July FOMC meeting.
Today’s passive index investing requires active choices, as customization and innovations in index funds have resulted in new considerations for investors and the potential for greater control.
The rise of LLMs and public availability of generative AI tools has driven a wave of excitement over AI’s potential to transform society, economies, and workflows.
As we approach the end of the fiscal year, investors should be focusing on the Treasury General Account as one factor of many that may impact global liquidity, and in turn, market performance in the coming two quarters.
With growth moderating and inflation cooling, the US seems on track for a soft landing—as markets digest a stream of incoming information. Equity performance may be on the verge of broadening beyond a handful of stocks, and still-sizable bond yields bolster return potential.
Qraft Technologies took AI-driven investment products to the next level with the launch of the LG-QRAFT AI-Powered U.S. Large Cap Core ETF (LQAI) in November of 2023. The firm partnered with LG AI Research, an artificial intelligence (AI) research hub of South Korea's LG Group, to create LQAI.
Local currency rates and FX screen attractive, while credit is neutral. In our Quarterly Valuation Update, we provide our Q2 assessment.
Amidst a widespread deterioration in the economic landscape, it is crucial to underscore the current detrimental roles of monetary and fiscal policy.
The latest Consumer Price Index (CPI) release has brought some much-needed respite, indicating a slowdown in inflation. Yet, underlying economic conditions suggest that this reprieve may be temporary, with potential for inflationary pressures to reassert themselves in the coming months.
According to some pundits, we had a bloodbath in the information technology sector yesterday, should you buy, sell or hold?
As Microsoft, Meta Platforms, chipmakers, and others prepare to report earnings, the AI-driven cloud and chip industries may continue to dominate the technology storyline.
Copper headed for its worst weekly loss since 2022 and iron ore extended a slump toward $100 a ton as a policy meeting in China failed to lay out more stimulus to shore up metals demand.
US investors often stick to US markets. But that could be a costly mistake—especially today.
Explaining Strong Returns in the Face of Value Headwinds.
