In bear markets, winnings tend to go to investors who focus on fundamentals, not fads, and who pick stocks based on traditional business principles rather than the latest experimentation in finance or society. Many stock investors are sidelined today, facing crushing losses in crypto or tech, and a general bruising across equities. They’re confused by…
The disconnect between healthy business performance and ailing share prices in 2022 will likely continue for megabanks through this year’s second-quarter earnings season, amid bear market conditions for stocks. Investors will likely be on the lookout for potential headwinds in loan growth and credit quality in the banking industry as JPMorgan Chase & Co. JPM,…
In the wake of Russia’s invasion of Ukraine, a host of major US corporations described their efforts to exit the country. With the war about to enter its sixth month, the Moral Rating Agency has released new data surveying 114 of the largest companies in the world involved with Russia at the time of its…
Lewis Altfest’s time in the finance industry spans seven decades. He has some words of advice for investors who aren’t used to stomach-churning stock-price moves. Altfest founded Altfest Personal Wealth Management in 1983 after working as a general partner and director of research Lord Abbett & Co. Before that, he was an analyst for several…
Give the benefit of the doubt to the classic 60% stock / 40% bond portfolio. That’s not easy, given its awful performance so far this year. On Jun. 13, the day the S&P 500 SPX, -0.20% officially entered bear-market territory by closing more than 20% below its Jan. 3 high, long-term US Treasurys were sitting…
Read More “Why the 60/40 portfolio is a worthy strategy even though stocks and bonds are weak” »
Experienced investors have lived through bear markets and learned they present opportunities to buy stocks at low prices. But waiting through the cycle of decline is no fun, and there can be several rallies before the bear market finally ends. Mark Hulbert explains how you can tell when the bear market is near its end….
Read More “Weekend reads: How to tell when the bear market is almost over” »
While President Joe Biden called on Congress on Wednesday to suspend federal gasoline and diesel taxes for three months, analysts criticized his proposal and predicted that it would not draw sufficient support from US lawmakers. The suspension “would require congressional action, which is exceedingly unlikely,” said Tobin Marcus, a policy and politics strategist at Evercore…
Rising US interest rates and inflation at multidecade highs is waking investors up to the fact that a vivid imagination is no way to buy a stock. Until recently, the investors who had the richest imaginations seemed to make the most money – until they lost their gains in a matter of months. ARK Innovation…
Jensen Investment Management follows a simple rule for initial screenings of stocks: Companies need to have achieved returns on equity (ROE) of at least 15% annually, for at least 10 consecutive years. That’s a tall order, and it may provide comfort to investors during a period of market turmoil. The easier growth-oriented strategies of the…
Read More “Four value-stock picks from a fund manager who steers clear of the energy sector” »
The Value Gap is a MarketWatch Q&A series with business leaders, academics, policymakers and activists on reducing racial and social inequalities. While slavery in the US was abolished more than 150 years ago, organizations that profited from it still operate today – and it’s in their best interest to fully atone for the past, says…
Read More “How can companies atone for slavery ties? Financial giant sets an example: expert” »
