Sam Stovall

U.S. Equity Strategist
S&P Capital IQ

As U.S. Equity Strategist, Sam Stovall serves as analyst, publisher and communicator of S&P Capital IQ’s outlooks for the economy, market, and sectors. He is the Chairman of the S&P Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Sam is the author of The Seven Rules of Wall Street, as well as The Standard & Poor’s Guide to Sector Investing. He writes a weekly “Sector Watch” piece on S&P Capital IQ’s MarketScope Advisor platform, as well as the weekly Investment Policy

Committee meeting notes. His work is found in S&P’s flagship weekly newsletter The Outlook.

Sam joined S&P Capital IQ in April 1989. Prior to S&P, he served as Editor In Chief at Argus Research, an independent investment research firm in New York City.

Sam received an M.B.A. in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, Pa. He is a Certified Financial Planner. In addition, Sam is a board member of W!SE (Working in Support of Education), an educational 501 (c) (3) that

aims to improve the lives of young people through programs that develop financial literacy and readiness for college and careers. He is also a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania, as well as a trustee of Muhlenberg College.

Contact Sam:

Follow Sam on Twitter: @StovallSPCAPIQ

Author Archives: Sam Stovall

A Better Mousetrap: Smart Beta Offers Superior “Risk-On/Risk-Off” Relative-Strength Signals

Technicians frequently compare the performance of the S&P Consumer Discretionary sector with the Consumer Staples sector for guidance on the market’s “risk-on” or “risk-off” trend. When the more cyclical Consumer Discretionary sector, which contains such sub-industries as autos, homebuilding and retail, outperforms the more defensive Consumer Staples group, which includes food, beverage and tobacco firms, Read more […]