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asset-allocation: Archive
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.
QQQNegative 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.
QQQNegative 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.
QQQNegative Net Change
asset-allocation
July Asset Allocation Guidelines
by John Blank
Ranked by category and with commentary added.
QQQNegative 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.
QQQNegative Net Change
asset-allocation
Forecast of Asset Class Returns
by John Blank
Asset allocation guidelines and equity style box returns.
QQQNegative Net Change
asset-allocation
Buy-Side & Sell-Side Macro Consensus
by John Blank
June's consensus at a glance.
QQQNegative Net Change
asset-allocation
Sector and Industry Ranks & Valuation
by John Blank
ZRS chart of the month, and more.
QQQNegative Net Change
asset-allocation
Investing & Market Insights
by John Blank
Zacks' June view on equity markets.
QQQNegative Net Change
asset-allocation
International Macro Update
by John Blank
Update on key global regions.
QQQNegative Net Change
asset-allocation
Investing and Marketing Insights
by John Blank
The latest on Investing and Marketing Insights.
QQQNegative Net Change
asset-allocation
Asset Allocation & Style Boxes
by John Blank
The latest update on Asset Allocation and Style Boxes.
QQQNegative Net Change
asset-allocation
Investing and Marketing Insights
by John Blank
The latest on Investing and Marketing Insights.
QQQNegative Net Change
asset-allocation
Buy- and Sell-Side Consensus
by John Blank
The latest on Buy- and Sell-Side Consensus.
QQQNegative Net Change
asset-allocation
Sector and Industry Ranks and Valuation
by John Blank
The latest on Sector and Industry Ranks and Valuation.
QQQNegative Net Change
asset-allocation
International Macro Update
by John Blank
The latest on the International Macro Update.
QQQNegative Net Change
asset-allocation
Zacks April Market Strategy
by John Blank
The end-of-month MARCH 2023 Zacks Industry Ranks showed us a few particular things.
QQQNegative Net Change
asset-allocation
Zacks April Market Strategy
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.
QQQNegative Net Change
asset-allocation
Zacks April Market Strategy
by Mark Vickery
In light of a Regional Banking crisis, let's also study the Zacks.com consensus earnings, price and surprise charts of two Regional Bank stocks.
QQQNegative Net Change
asset-allocation
Zacks April Market Strategy
by John Blank
The upturn in global manufacturing production was sustained at the end of the opening quarter. Output rose for the second successive month.
QQQNegative Net Change
asset-allocation
Zacks April Market Strategy
by John Blank
Five different frameworks specify portfolio risk tolerance: from Risky 'Max Growth" to Conservative "Income."
QQQNegative Net Change
asset-allocation