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Market Strategy: Archive
January Sell-Side and Buy-Side Consensus at a Glance
by John Blank
On Jan. 2nd, 2024, FactSet "bottoms-up" consensus, going 12 months out? This outside consensus was for 5,090.
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January Equity Style Box Returns
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
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Zacks December View on Equity Markets
by John Blank
Looking for Xmas shopping-related stock investing ideas? Learn more about the top Consumer Discretionary stocks inside Zacks industry groups.
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December Asset Allocation Guidelines
by John Blank
5 different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
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ZRS Chart of the Month & More
by John Blank
Info Tech (10.87) is overpriced, at rich valuations. Factor in the tech mega-caps. Other Bulls? Note positive P/E differences on the following...
asset-allocation
December Sell-Side and Buy-Side: Consensus at a Glance
by John Blank
The "Equity Risk Premium" (ERP) is an excess return the overall stock market provides above a risk-free fixed income rate. This excess return compensates investors for taking on the relatively higher risk of equities.
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International: Update on Global Regions
by John Blank
Internationally, the largest individual countries by total revenue percentage included China (4.3%), Japan (2.6%) and the U.K. (2.5%).
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November Asset Allocation Guidelines
by John Blank
The latest October 2023 data shows indexes with style upside. Highest returns come with the small-cap growth model return. Value lags considerably.
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ZRS Chart of the Month
by John Blank
Info Tech (8.26) is overpriced, at rich valuations. Factor out mega-caps, perhaps. Bull groups? Note positive P/E differences on Materials (0.50) and Health Care (0.38).
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November Sell-Side & Buy-Side - Consensus at a Glance
by John Blank
On Oct. 27th, 2023, FactSet "Bottoms-up" consensus, going 12 months out? This outside consensus was for 5,082.
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International: Update on Global Regions
by John Blank
Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.
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Zacks November View on Equity Markets
by John Blank
Looking for relatively stable, lower stock market beta, income investing ideas? You may want to learn more about top Consumer Staples stocks.
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Sector and Industry Ranks & Valuation
by John Blank
I see a useful mixture of S&P500 sectors to play this month. The top sectors remained Industrials, Utilities and Info Tech. Consumer Staples got back to Attractive.
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Investing & Market Insights
by John Blank
A major U.S. macro message coming out of September, one that caused a stock market swoon, is the 'higher-for-longer' reset of U.S. Treasury yield expectations. This is best seen in the march higher in U.S. Treasury long-term yields.
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International Macro Update
by John Blank
The S&P 500 is widely considered to be one of the best single gauges for the U.S. equity market. Composed of 500 companies that are domiciled in the U.S., the index captures approximately 82% of the total U.S. equity market value.
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Buy-Side & Sell-Side Macro Consensus
by John Blank
The "Equity Risk Premium" (ERP) is an excess return the overall stock market provides above a risk-free fixed income rate. This excess return compensates investors for taking on the relatively higher risk of equities.
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Zacks Forecast for Asset Class Returns
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.
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Sell-Side and Buy-Side Consensus at a Glance
by John Blank
As long as low long-term risk-free U.S. Treasury rates stay relatively compressed, some arbitrage incentive is still there is to buy stocks.
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Zacks Rank S&P500 Sector Picks
by John Blank
Info Tech is overpriced, at very rich valuations. Factor out mega-caps, perhaps.
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Zacks September View on Equity Markets
by John Blank
Stay out of the herd. Want to find and invest a "New Age" Bio-Tech Stock? Then study data in their market capitalization charts.
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Update on Global Regions
by John Blank
Internationally, the largest individual countries by total revenue percentage to the S&P 500 included China (4.3%), Japan (2.6%) and the U.K. (2.5%).
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Buy-Side Consensus at a Glance
by John Blank
Private asset bubbles and debts piling up into enormous U.S. deficits are concerns. Inflation is high. The Fed will stay restrictive in 2023.
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September Asset Allocation Report
by John Blank
Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10 blended return.
asset-allocation
International: Update on Global Regions
by John Blank
Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.
QQQNegative Net Change
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Sell-Side and Buy-Side Consensus at a Glance
by John Blank
As long as low long-term risk-free U.S. Treasury rates stay relatively compressed, some arbitrage incentive is still there is to buy stocks.
QQQNegative Net Change
asset-allocation