Above are two charts of the Russell 2000 (IWM). The first shows the IWM breaching its 200-day moving average last week, although the bottom of the chart shows the oversold nature of the Russell 2000 today. The 2nd chart … Continued
FC – Value vs Growth The financial media of late is talking about the “growth vs value” debate, and the out-performance of growth since the 2009 market bottom. Growth has certainly performed better vs value investing, particularly the first six … Continued
Here is our update from this time last year:http://fundamentalis.com/?p=5427 Growth was clearly winning the “style’ game, with a very slight edge to small-cap growth in 2015. This year, it has been all about Value investing, in terms of style returns. … Continued
Energy and Basic Mat are just 10% of the SP 500, but commodities as an asset class have been at the bottom of the asset class return table for the last 5 years. However that began to change in February … Continued
Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work to this blog as a source of reader enlightenment (hopefully). Yesterday’s Bespoke Key ETF performance recap (dated November 30, 2015), … Continued
The most striking aspect to the SP 500 since July 1 is the performance differential between “Growth” and “Value” within the SP 500 and really, within mid-caps and small caps too. The drubbing biotech took this week may start to … Continued
FC – marketcapvsearningswt There are a couple of good reasons to be bearish on the Sp 500 right now: 1.) Google and Apple account for $1.2 trillion of the approximate $19 – $20 trillion of the total SP 500 market … Continued
Weekly SP 500 earnings data won’t come out until tomorrow, January 2nd, 2015, from Thomson Reuters and Factset. Examining the charts this first day of 2015, I happened to look at some of the “growth” and “value” ETF’s. Morningstar has … Continued