Earnings Revisions Strategy Outperforms Around First Fed Rate Cut Around first Fed rate cut, earnings revisions is the top factor out of 200 strategies. Picture source: Ned Davis Research
Warren Buffett Talks Investment Strategy and Mastering the Market “Well, I look at a lot of figures just in connection with our businesses. I like to get numbers. So I’m getting reports in weekly in some businesses, but that doesn’t tell me what the economy’s going to six months from now or three months from…
Who Is Buying U.S. Equities? The only buyer of US equities remains corporates, not households and institutions. Picture source: BofA Merrill Lynch Global Investment Strategy
ISM Manufacturing Index vs. ISM Manufacturing New Orders Index This chart suggests that the ISM Manufacturing Index should turn higher. Picture source: Macrobond, SEB Strategy Research
China’s Belt and Road Initiative The Belt and Road Initiative is a global development strategy adopted by the Chinese government. This chart shows the infrastructure projects. Picture source: Reuters
Global Equities Are Pricing In A Global Recovery This chart shows that global equities tend to move ahead of changes in world trade volumes, with a two-month lag. Global equities are pricing in a global recovery, not global trade wars. Picture source: Absolute Strategy Research
Sell in May and Go Away Is a Myth The S&P 500 Total Return from 1928 to 2018 shows that “Sell in May and Go Away” was not a winning strategy. Picture source: Charlie Bilello
Ken Fisher: ‘Third year of a president’s term is positive’ “…because political risk aversion falls as you get to increase gridlock which happends in every midterm election.” Billionaire Ken Fisher thinks there is room to run for the stock market this year. But don’t try to time the market and keep your investment strategy simple.
Watch CNBC’s full interview with iconic investor Warren Buffett Warren Buffett, one of the greatest value investors of all time, is the CEO of Berkshire Hathaway. He speaks about his investment strategy with Becky Quick on CNBC. https://www.youtube.com/watch?v=Pqc56crs56s
Thomas Russo: “Global Value Investing: Factors that I Most Fear and […]” Investing guru Thomas Russo speaks about global value investing and his long-term buy-and-hold strategy.https://www.youtube.com/watch?v=IzEvI1HOwN8
