The Hidden Value Bear
The six months of November to April are typically the strongest months of the year for small-cap stocks. But that has not been the story
Looking Past the Clouds
March turned out to be a stormy month for the stock market. In fact, two days after we published the Value Authority issue for March,
Chairman Powell Holds Firm
Before we jump into your Value Authority Issue for March, I wanted to make you aware of a new feature that we added to the
A Great Start to 2023
Value stocks have had a good start to the year, with the Russell 3000 Value Index up over 5%. That nearly erases its 8% loss
Sorting Out the Year Ahead
We’re at the beginning of another New Year, which is always an exciting time. The start of a year brings 12 brand-new months of opportunity,
Did Santa Claus Come Early?
With the holiday season upon us, it’s about the time of year when the financial media always talks about a Santa Claus rally. The fact
Some Clouds, But Value Looks Good Right Now
November, so far, has been a continuation of what we’ve seen happening in the market and economy in recent months. Long-term interest rates are close
Looking for Hope to Break Through the Storm Clouds
Hurricane season officially begins in June, but the storms didn’t start brewing until September. Since September 1, there have been several tropical storms and two
A Tough Blow, But Not a Knockout
Wall Street was clearly not prepared for today’s Consumer Price Index (CPI) report. Investors were shocked when CPI came in with a higher-than-expected 0.1% increase
What Should We Really Worry About?
Investors appear to be a bit nervous this week. Wall Street has largely looked past Friday’s better-than-expected employment report, and investors are now focused on
Can Earnings Provide Relief?
The rally in stocks that started in mid-June has lost momentum this week, with the S&P 500 down more than 1% in the past three
For Value Stocks, the Economy Remains Critical
Focus. It’s an attribute the stock market has lacked recently. Take a look at a chart of the S&P 500 in June, and you’ll see