Investing Education Archives - Chaikin Analytics

Investing Education

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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Tech Ideas For Those Who Are Worried About High Valuations

Tech has been a terrific place to be for a while now, and still is. Traditionally, though, this area has been off-putting to those concerned about value, whether in the traditional academic sense that requires low ratios, or in the theoretically sound sense that requires investors to face the challenges of making necessary assumptions about …

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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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Oracle of Omaha

Did the Oracle of Omaha Just Confirm The Inflation Theme?

Warren Buffett has been making news lately with some of the investments that he and/or his two portfolio managers have been making.  The first “big news” event came in the middle of August when investor’s 13-Fs were released. It was revealed that Berkshire Hathaway has accumulated a position in Barrick Gold (GOLD). Many people took …

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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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A Quick Update From Dan Russo, CMT, On Currencies and Equity Market Rotation [VIDEO]

Many investors and Chaikin Analytics members have been asking questions about current market rotation, and how to tell if a rotation is real and enduring. To address this, our Chief Market Strategist, Dan Russo, CMT, has recorded a video from home to share his updated thoughts on what he is seeing regarding current market rotation. …

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