The iShares MSCI USA Momentum Factor ETF (MTUM) is up 25% this year. It was up 33% in 2024. Money flows to where it’s treated best. That’s the point. While many investors are out there wasting their time trying to…
On Thursday, saw the first new record closing high for the Russell 2000 Index since 2021. We already discussed this on Friday. That very same day, we also saw new all-time high closing highs for the S&P 500, the Nasdaq-100…
Founder’s Note: Quantitative Analyst Grant Hawkridge came up from Down Under this week to join Jason Perz, Sam Gatlin, and me for face-to-face meetings about this project we’re working on together. Here’s Grant with some reflections and some data, of…
The Russell 2000 Index just ended its longest streak without hitting a new peak in its entire history. Yesterday, the iShares Russell 2000 ETF (IWM) closed at a new all-time high. It’s the first time it’s done that in 969…
Founder’s Note: We’ll see you at 11 am ET for the first-ever Chartapalooza! And there’s still time to request your favorite chart… – JC Nobody likes the small-caps. In fact, it seems like everywhere I go, people just hate them.…
Founder’s Note: I’m ripping through as many charts as I can LIVE and in REAL TIME… Chartapalooza! is tomorrow at 11 am ET… Be sure to let me know what you want to see… – JC Gold mining stocks have…
One thing we love to do around here is identify where everybody’s wrong. When the humans believe one thing but the market is doing another, that’s when the biggest opportunities are born. Something that continues to stand out is the…
Sector rotation is the lifeblood of a bull market. You hear me say it all the time. But what does that even mean? What is the sector rotation that we’re looking for? In my experience, this is one of the…
There are specific events that happen throughout our lives where we remember where we were and what we were doing while it occurred. I was shopping for new shoes on 5th Avenue in New York City when I found out…
You’d think with stocks ripping to fresh highs, the mood out there would be euphoric. Confetti. Champagne. Victory laps. Instead, it feels like the opposite. Just yesterday, the S&P 500 closed at a new all-time high. So did the Dow…
At this point, I think most of us are familiar with the old 60/40 portfolio. The idea is to have a balance between stocks and bonds, so that when stocks go through a rough patch, the bond allocation makes up…
The best conference of the year did not disappoint. Everybody was here for Future Proof. And the fact that it’s a less formal festival makes it that much better. It was great. Josh Brown, Michael Batnick, Barry Ritholtz, and the…
