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Market Strategy: Archive
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%).
asset-allocation
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.
asset-allocation
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).
asset-allocation
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.
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.
asset-allocation
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.
asset-allocation
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.
asset-allocation
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.
asset-allocation
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.
asset-allocation
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.
asset-allocation
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.
asset-allocation
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.
asset-allocation
Zacks Rank S&P500 Sector Picks
by John Blank
Info Tech is overpriced, at very rich valuations. Factor out mega-caps, perhaps.
asset-allocation
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.
asset-allocation
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%).
asset-allocation
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.
asset-allocation
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.
QQQPositive Net Change
asset-allocation
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.
QQQPositive Net Change
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (11.46) is overpriced, at very rich valuations. Factor out mega-caps, perhaps.
QQQPositive Net Change
asset-allocation
July Asset Allocation Guidelines
by John Blank
Ranked by category and with commentary added.
QQQPositive Net Change
asset-allocation
One of the Most Overlooked S&P500 Sectors
by John Blank
In July 2023, a list of top large cap Materials tickers, ranked by annual dividends on offer, shows you the income opportunities that are currently available.
QQQPositive Net Change
asset-allocation
Forecast of Asset Class Returns
by John Blank
Asset allocation guidelines and equity style box returns.
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Buy-Side & Sell-Side Macro Consensus
by John Blank
June's consensus at a glance.
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Sector and Industry Ranks & Valuation
by John Blank
ZRS chart of the month, and more.
asset-allocation