Recent Changes Bode Well for a Year-End Rally
This month is all about change. (Cue the David Bowie “ch-ch-ch-ch-changes.”) We’ve made some adjustments to our Value Authority strategy recently to account for the
Still Like Value at This Time
The first eight months of the year were not kind to value stocks. The Russell 3000 Value Index has only returned 5.04% year-to-date, and that
Be Prepared for a More Challenging Market
As we’ve entered the final month of summer and delved deeper into the second half of the year, the strong rally we have seen since
The Market Is Approaching a Critical Juncture
We’ve officially passed the halfway mark of the year—and the market now faces a critical juncture. How stocks and bonds react to economic data, rising
Recession or Not, Better Times Are Coming
The month of June is off to a strong start so far, with the S&P 500 breaking through its resistance level at 4,200 and remaining
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