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A Bullish View With Broadening Breadth. . . But is a Change of the Guard at Hand?

*This is a excerpt from the weekly note that PortfolioWise users receive every Tuesday* If you ignored the noise, or were at least aware of how the market was positioned relative to the prevailing narrative, last Friday was a day to become more aggressive on the long side of the portfolio. The SPDR S&P 500 ETF (SPY) …

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If Small-Cap Is Taking Control, Consider These Two Non-Generic ETFs

Dan Russo, Chief Market Strategist at Chaikin Analytics headlined his 10/12/20 newsletter to clients with the question: “Changing of the Guard?” He noted that our ETF Power Rank on the tech-heavy Invesco QQQ Trust, Series I ETF (QQQ) (ETF Home) fell from Bullish to Neutral while that of the small-cap oriented iShares Russell 2000 ETF …

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Four Ideas For Our Near-Zero Interest Rate “Sistine Chapel” Fixed-Income Market

Four Ideas For Our Near-Zero Interest Rate “Sistine Chapel” Fixed-Income Market Question: What does the fixed income market have in common with the Sistine Chapel? Answer: The main action is on the ceiling. The Federal Reserve recently strengthened the scaffold holding us up by suggesting rate increases won’t come before 2023. And as shown in …

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Small-Capitalization Stocks

What It Will Take For Small-Capitalization Stocks And ETFs To Shine

Led by Fama-French  and the Quant community, Wall Street has long considered Small-Capitalization to be a significant factor in and of itself. Not so! Fundamental assessment of businesses shows that large and small companies are structurally different and that all else being equal, smaller firms are riskier. Aiming at small-cap per se a risk-on choice; …

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Future-FANMAG Stocks Are Highly Valued, But Not Necessarily Overvalued

There are lots of stocks out there that have the potential to become FANMAG-like superstars of tomorrow, and ETFs that invest in them. One can, however, wonder if such stocks and ETFs expose investors to the sort of value crash we experienced in 2000-02. Analyzing the Chaikin multi-factor Power Gauge model, I suggest that such …

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