Courting America: Inside Britain’s Relationship with the United States

We’ve come a long way in our relationship with Great Britain over the years. And by ‘years,’ we mean hundreds of years. Let’s start from the beginning. In 1776, the United States declared independence from Great Britain, with the American Revolutionary War lasting until 1783. Two years later, the two countries established diplomatic relations, and […]

Should Your Portfolio Weight to Small-Cap Stocks?

Small cap stocks have been on a tear in 2016. As of this writing, the Russell 2000 Growth Index (as measured by the ETF ticker: IWO) is up over +6% for the year, while the Russell 2000 Value Index (ETF ticker: IWN) is up close to +12%. Compare that to the S&P 500 Index’s +5% […]

Can Too Much Innovation Kill the Economy?

The robots are coming to take your jobs. The robots are coming to take your jobs. The robots are coming to… OK, you get the point. Technological change is happening at a rapid pace, and it is affecting the way we communicate and the way businesses operate. We’ve known this for years. But what has […]

The 5 Biggest Stock Market Fears Debunked

If there’s one thing I think the market and market participants lack most today, it’s confidence. As a Principal and Portfolio Manager at Zacks Investment Management, I spend a lot of time interfacing with the financial media, clients and prospects. A common theme I’ve seen pretty much all year is a reluctance to believe that […]

Beware of the September Market Myth

When it comes to stocks in September, history has a simple message—sell. Since the inception of the Dow Jones Industrial Average (DJIA) in the late 1890’s, the month that brings us the season of fall has also brought us a pattern of fall, as September has delivered an average loss of -1.1%. Compare this to […]

Why You Should Own Dividend-Paying Stocks

Regular readers may recall a few weeks ago when I interviewed our own Manish Jain about the Zacks Mid Cap Core Strategy. In that column, Manish explained to us how Mid-Cap stocks represent a sweet spot on the risk curve—they are companies that have typically been around long enough to have lengthy earnings records and […]

Where Should You Invest? From Big Box Stores to Online Shopping Carts

It’s no secret that the retail sector is evolving rapidly. It feels as though with every day that passes there is a day where the economy is drifting away from the “big box store” and towards the online shopping cart. Consumer spending still makes up more than two-thirds of the U.S. economy, but consumers’ spending […]

Should You Be Shifting to Risk Assets?

In a world where economic and geopolitical uncertainties seem to rule the day, investors are still favoring risk assets. Why? It’s simple: because stocks tend to rise and fall when conditions are better (or worse) than expected, and what we’ve seen more often than not in 2016 is that data has been surprising to the […]

Why Invest in Mid-Cap Stocks Right Now?

In last week’s column, I talked about rich valuations in the equities markets, but I also made the argument that stocks had more room to run. With the equity yield above the bond yield, an expected earnings rebound in the next six months and risk assets flowing to the relatively strong U.S. economic shores, I […]

Are Stocks Too Expensive?

Logic holds that as an item becomes more expensive, buyers become more reluctant. In a retail setting, you don’t hear people say, “No, I’m going to wait until it becomes more expensive before I buy.” That would be ridiculous, right? Not for the stock market! In fact, this thinking is related to one of the […]