Can Kohl’s Stock Pick Up Some Momentum?

Kohl’s (KSS) stock price has risen 1.8% on a YTD (year-to-date) basis as of December 12.

Honeywell Stock Gains on Fiscal 2018 Guidance

On December 13, 2017, Honeywell International (HON) provided its earnings guidance for 2018. Its guidance indicates an EPS of $7.55–$7.80 for fiscal 2018.

Target Ups Its Delivery Game amid Increased Competition

Target (TGT) recently announced the acquisition of Shipt, one of the leading online platforms that provides same-day delivery.

Analyzing General Electric's 4Q17 Dividend

On December 9, 2017, General Electric, an industrial conglomerate, declared a quarterly cash dividend of $0.12 per share on its outstanding common stock.


Overview: The last cheap asset class

Last week, U.S. equity market volatility, as measured by the VIX Index, hit 10.34, the lowest level since early 2007 and roughly half the long-term average.

Market Realist Chronicles: Protect your investments from a stock market bubble

Today, I’ll outline for you a simple framework that you can apply in any market scenario to understand what’s going on and decide whether to hold on for the ride or sit on the sidelines.

Small Cap Value Versus Growth Total Return
How will the Fed taper affect small cap value?

Since March, value is coming back with a vengeance in large, mid, and small cap stocks, with value outperforming growth by approximately 5.25%, 5.0%, and 4.25%, respectively.

Series 7-D—The Fed tapers--will mid cap value hold up better then mid cap growth in Q2?

Unlike large caps, mid caps see value outperforming growth post crisis This series considers mid cap value versus growth shares and the implications for equity investors. While value tends to outperform…

Series 7-C—Will the Fed take a bite out of Apple?

Growth prevails in the short run, value in the long run This series examines the risks of maintaining large cap growth exposure (sticking with the current winner) versus large cap…

Key strategy: 4 key risk factors as the Fed tapers

This article considers overall exposure to major indices, and later considers whether an investor might prefer to allocate more or less to value versus growth shares, and to large versus small companies.

Monetary policy: Questioning Bridgewater's thesis

In this series, I’ll go through the points Bridgewater makes in its memo in order to dig into the areas where we appear to have differing interpretations.

Must-know: Why investors should ignore the Fed's projections

Macroeconomic analysis should be forward-looking, but trying to anticipate policy changes based on the Fed’s projections has been a losing strategy.

2013 10 13 auto
Palladium outperforms platinum as US auto sector outperforms EU's

As automobile demand has recovered much faster in the US than in the EU, palladium demand has surged, outstripping supply in 2012 and likely again in 2013.

2013 10 20 macro2
Why it's so hard to invest based on macro data

Economies that are doing poorly can have and often do have equity markets that outperform those of countries with better current fundamentals.

2013 10 17 gold
Must-know: Why it's hard to be constructive on gold

It made sense to hold gold when real interest rates were negative, but it doesn’t make sense when equities around the world are roaring and rates are rising.

US income
The US income tax situation and the "fair share" debate

This articles assesses the US income tax situation from the IRS tax data of 2010 and sets the scene for a debate on “fair share” tax payments.

No surprise with Yellen pick but Fed rotations are an equity risk

President Obama nominated Janet Yellen to lead the Federal Reserve and FOMC (Federal Open Market Committee).

Why you should ignore the recent FOMC minutes

Last month, the committee decided not to taper asset purchases, so this month investors get to read the internal debates that led to that decision.

Why analysts are seeing a new market for hedge funds

On July 10, 2013, the SEC voted 4–1 to lift a decade-old ban that prevents hedge funds and private equity firms from marketing their investments to the general public.

Household debt
The tale of US "de-leveraging"

Sam Madden, CFA, founder, and CEO of Interactive Buyside, sheds light on whether consumer de-leveraging is a myth.

US unemployment rate
The real US unemployment picture and our future

Sam Madden, CFA, founder, and CEO of Interactive Buyside, analyzes the US unemployment picture on the eve of elections in September 2012.

The X-Factor: Are Factor ETFs Right For Your Portfolio?

Factor investing is a passive quantitative strategy that involves investing in certain “factors” that tend to outperform over long periods of time. The three most popular factors are momentum, size…

Slowing export growth rates cull China's equities

With an economy that’s now approximately 33% larger than Japan’s, China’s reliance on trade for growth has become a larger issue.


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