Value Premium Dead or Poised for a Comeback in 2016 Investments? It has been thoroughly documented in research (Fama and French) that there is a value premium where in the long run value stocks have better risk adjusted performance than growth stocks. For the 10 years ending in October 31, 2015, the Russell 1000 Growth Index […]
Market - Economic Analysis
Update to our Stock Market Reflection Article – Data as of 9/30/15
I wanted to write an article with an update to some of the data since we last looked at it in the following article: https://investwithsteve.com/2015/08/stock-market-pull-back-time-to-reflect/ Annual Returns and Intra-Year Declines As we previously discussed, at that time through July 31, 2015 the market had only declined 4% from its market high. Due to a rough […]
2015 Q3 Stock Market is it 2011 Again or 2008?
2015 Q3 Stock Market, Is it 2011 Q3 Again or 2008 Q3? UPDATE – 1/20/2015 – We posted an article with the results of the 2015Q4 here: 2015 Q4 Update 2015 Q3 is it 2011 again or 2008? If this past quarter’s stock market performance sounds familiar, it’s because it is. We have experienced a […]
Fed Keeps Rates Steady
Despite Early Predictions – Fed keeps Rates Steady The Federal Reserve chose to keep rates steady at 0.25%. The Federal Reserve has telegraphed a rate hike for a couple years now preparing investors. The Fed has kept its message pretty simple. When it feels the economy is strong enough, it will raise rates. Does […]
Mythical Bears and More Stock Market Reflections!
Mythical Bears and More Stock Market Reflections! After our previous article: Stock Market Pull Back Time to Reflect Our clients have asked for more analysis. I continue to use JP Morgan’s top notch resource for market and economic data in easy to digest slides. Myth 1 – Market is going to drop because interest […]