Momentum/Value Ratio
Mar
26
2021
Momentum: “New Junk” In The “Old Trunk”
March 23rd marked the one-year anniversary of the COVID-19 bear-market bottom. We are all eager to turn the page on the pandemic ordeal and move forward to brighter days ahead. Looks like some big help is coming our way.
Sep
13
2019
Is The Patient Too Old For A Transplant?
This week’s massive stock market leadership flip has certainly remedied some of the breadth weakness we discussed in this month’s Green Book. But we can’t help wonder whether the move is analogous to performing a transplant on a 95-year-old. The patient might survive the surgery, then die while under anesthetic.
Jul
08
2017
“Mo-Mo” Market Ahead?
After laying an egg in 2016, momentum-based stock selection strategies have acquitted themselves better through the year’s first half.