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Market Strategy: Archive
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.
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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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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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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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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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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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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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