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asset-allocation: Archive
Zacks January View on Equity Markets
by John Blank
Liquidity catalysts will be debated for 2026, from both global (U.S. and non-U.S.) monetary authorities. It is not guaranteed to work for stocks like it did in 2025.
asset-allocation
January Asset Allocation Guidelines
by John Blank
Five different frameworks specify portfolio risk tolerance: from Risky "Max Growth" to Conservative "Income." Choose one that fits you.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech remains richly overpriced, based on valuations, +56% over the median. That is the "AI froth" factor. Factor in high tech mega-cap P/E multiples too.
asset-allocation
January Sell-Side and Buy-Side -- Consensus at a Glance
by John Blank
In last year's FactSet "Bottoms-up" consensus, going out 12 months? Outside consensus was for 7,927. That latest consensus was (+21.2%) above a closing price of 6,538.
asset-allocation
International: Update on Global Regions
by John Blank
Quotes by John Butters and S&P accompany the latest update on International investment strategies.
asset-allocation
ZRS Chart of the Month
by John Blank
Info Tech (11.08) remains richly overpriced, based on valuations, +56% over the median. That is the "AI" froth factor. Factor in high tech mega-cap P/E multiples too.
asset-allocation
Zacks December View on Equity Markets
by John Blank
All year long, stock market bulls have been trumpeting the AI data center trade. Let's look into the major semi-chip ETF, to see what the semi-chip returns status is.
asset-allocation
International: Update on Global Regions
by John Blank
"During the fourth quarter, the U.S. Dollar Index increased by 7.6% (to 108.49 from 100.78)."
asset-allocation
December Sell-Side and Buy-Side - Consensus at a Glance
by John Blank
Outside consensus was for 7,927. That latest consensus was (+21.2%) above a closing price of 6,538.
asset-allocation
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.
asset-allocation