Investing

It looks like value investing is making a comeback. Growth stocks clobbered value for about a decade. In 2020, they beat value by more than 30 percentage points – the widest margin since at least 1927.  Then, in 2022, growth took a sickening dive. A popular exchange-traded fund linked to a major growth-stock index, iShares… Continue reading Value Investing Is Back

Stocks started Friday on a high note thanks to encouraging inflation data. The buying power only strengthened as the session wore on, with all three major indexes extending their weekly and monthly gains.  Tech and communication services stocks once again helped lead markets higher – and propelled the Nasdaq Composite to its biggest quarterly gain… Continue reading Stock Market Today: Inflation Data Fuels End-of-Quarter Pop in Stocks

Earlier this month, Altria Group (MO (opens in new tab)), the company behind Marlboro cigarettes, divested itself from Juul Labs, recording a $12.5 billion loss.  In the past, Altria has benefitted from its position as an oligopoly player in the tobacco and nicotine industry. As a result, it enjoyed significant cash flows that led it… Continue reading Altria Pivots Post-Juul: This Week in Cannabis Investing

Stocks started the day in positive territory Thursday as banking industry concerns eased and expectations grew that the Fed could pause rate hikes at its May meeting. And while optimism waned throughout the day, the three major benchmarks still closed higher for a second straight day.  The absence of jarring financial sector headlines created a… Continue reading Stock Market Today: Stocks Rise Ahead of Next Inflation Update

I normally dismiss foreign bonds and bond funds, whether denominated in U.S. dollars or in native currencies. Looking back five years through March 3, which allows for events besides the COVID lockdowns and war in Ukraine, the broad Standard & Poor’s international aggregate investment-grade index (covering developed markets) lost an annualized 2.2%, in U.S. dollars.… Continue reading Time to Consider Foreign Bonds

Stocks closed higher Wednesday as growth-oriented names outperformed. Micron Technology (MU (opens in new tab)) was one of the day’s biggest gainers after the memory chipmaker reported earnings and its CEO gave an upbeat outlook for the semiconductor market. Bank stocks helped boost markets, too, as Wall Street cheered news of UBS Group’s (UBS (opens… Continue reading Stock Market Today: Tech, Bank Stocks Lead Markets Higher

Stocks struggled to find direction Tuesday as investors took in several economic reports – including data that showed another drop in home prices.  Tech and communication services stocks were two of the biggest decliners today as Treasury yields rose, while energy and industrial stocks were the leaders.  On the economic front, the S&P CoreLogic Case-Shiller… Continue reading Stock Market Today: Stock Market Struggles While Alibaba Shines

A relatively new financial tool can help solve the investment risk-reward puzzle by providing a buffer on potential investing losses before they occur: buffer ETFs. The concept of risk and reward not only shapes investment portfolios, it shapes how we make choices in the world. Think back to your school years. We all did the… Continue reading Buffer ETFs Can Limit Investing Losses in Uncertain Times