Tag Archives: S&p 400

Drilling Into Industries Finds What Lifts Energy Stocks With Oil

As oil prices continue to increase, the energy sector is rising but recently the mid and small cap stocks are outpacing the large caps.  Thus far in April (month-to-date through April 12, 2018,) the energy sector is leading all other sectors, but the S&P 500 Energy (Sector) is up just 4.8% versus the gain of Read more […]

There’s Nothing Equal About Equal Weight Returns

Let’s use the S&P 500 as a starting point since it is the most basic beta, or representation of the U.S. stock market.  Since its launch in 1957, it has grown with the stock market and has become the most widely used benchmark of the U.S. stock market with numerous products tracking it.  Although in Read more […]

3 Reasons To Love Equities When Rates Are Rising

Equities haven’t been the most lovable asset class lately but there are reasons to love them despite these prickly times.  The first reason to love equities in rising rate times is that they have gained significantly. Since 1971, the S&P 500 (TR) has gained about 20% on average in rising rate periods, has gained 8 of Read more […]

Energy Stocks Beat Oil Futures In Rising Inflation

There may be a legitimate concern about rising inflation since inflation has been under the Fed’s target for years and there is now very low unemployment with signs of accelerating economic growth.  The low unemployment rate and strong growth are probably positive for the stock market and the tax cuts may provide even more upside.  However, Read more […]

S&P 500 Posts Best January Since 1997

If the glass can be more than half full, this stock market glass is so full, it’s time to wonder when it may spill over.  Large-caps continue to lead the U.S. equity market with the S&P 500 (TR)  delivering its 15th consecutively positive month, its best month since March 2016, its best January since 1997 Read more […]

Small Caps Need No Style To Accelerate With GDP

The first estimate of US GDP for the fourth quarter is set to be released this Friday and the median forecast is 3.0% according to MarketWatch, which if met or exceeded will be the first time 3 consecutive quarters to show at least 3% growth since the first quarter of 2005.  While this is supportive Read more […]

Large Caps and Growth Outperformed By Most Since 1999

In December, the S&P 500 (TR) gained 1.1%, posting its 14th consecutive monthly gain, the longest monthly streak on record (data since Sep. 1989.) Also, the S&P MidCap 400 (TR) gained 0.2%, while the S&P SmallCap 600 (TR) lost 0.5%, bringing the 2017 performance to a respective 21.8%, 16.2% and 13.2% for the S&P 500 (TR), S&P MidCap 400 Read more […]

Financials Beating Tech Twice Is Rare, So Positioning Matters

Historically, the sectors of Information Technology (Tech) and Financials have moved in cycles with Tech mostly outperforming since 2008.  In the past 10 years (data ending Dec. 12, 2017,) Tech has outperformed annualized by 8.2% and the outperformance has been solid until last month.  The levels hit their widest spread on Nov. 27, but the Read more […]

Nine of Eleven U.S. Equity Sectors Gained Despite Size

In November, mid-caps led the U.S. equity market with the S&P 400 gaining 3.68%, followed by small-caps in the S&P 600 that gained 3.52% and large-caps in the S&P 500 that gained 3.07%. The S&P 500 logged its 13th consecutive positive month, the longest streak in its monthly history ever (data going back to Oct. Read more […]

Why Mixing Media With Telecom Grows Communication

The means by which we communicate has grown over the past several years as a result of integration between telecommunications, media, and internet companies.  In response, S&P Dow Jones Indices and MSCI recently announced the expansion of the Telecommunications Services Sector into a new Communication Services Sector to be implemented after the close on Friday, September 28, 2018.  While the companies Read more […]