Marc Gerstein, Author at Chaikin Analytics

Marc Gerstein

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 the accompanying illustration, alternative scenarios, movement away from the ceiling, are …

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Value For A Growth-Obsessed World: Six Infrastructure Plays

I could understand how anyone who read my post last week, which suggested Defunding the Value Police, might come away with the idea that I’m anti-value, a spokesperson for the dark side. Not so, not at all. I’ve always been about value and still am. What I’m against is naive value, where low ratios are …

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value

Defund The Value Police — Unless Or Until They Get It Right

I wouldn’t be at all if the market’s recent tech wreck caused the long dormant Value Police to run to the spotlight. Ignore them; they’re still wrong. Value can never work in isolation, but always works when joined with growth. Softbank shenanigans aside, I wouldn’t be at all if the market’s recent tech wreck caused …

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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 …

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Real Estate Investment Trusts

Using The Power Gauge To Pick Real Estate Investment Trusts

If there’s one thing that’s plentiful on the internet today, it’s commentary on Real Estate Investment Trusts and plenty of interested investors eager to consume it. Much of it, however, consists of largely subjective fundamental judgment. That’s fine. There are some good people doing it and I subscribe to some their services. What seems to …

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Bullish, Bearish, Perplexed, Doesn’t Matter — Stay In Shape

We’re now going through the hard part of the stock-market crash. The relentless downward momentum has eased and we’ve even seen some rallies not to mention indications that the coronavirus curve, is, in fact, leveling (see, e.g., the New York City epicenter). But bear market rallies are real things so it’s hard to say the …

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Wisdom Tree High Dividend ETF: Combining What’s Classic With What’s New

What’s classic in the stock market is dividend income. Really! There was once a time when many institutions refused, as a matter of policy, to consider owning shares of any company that did not pay dividends. What’s new is “smart beta,” and all the talk of fancy portfolio-weighting protocols. The Wisdom Tree High Dividend ETF …

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