Total Return Breakouts: Biotechs Accelerating To Overtake Gold Rush
Summary Introduction Consider value and momentum, for example, which are negatively correlated. Ideally, you want a portfolio with stocks that have high exposure to both these factors and to avoid those with negative exposure.” ~ Berkin & Swedroe, (2016) Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and […]
Total Return Breakouts: Semiconductors, Nvidia And The Best Piotroski Value Stocks
Summary Introduction “The key takeaway is the same: Short-term winners are losers in the near-term future, and short-term losers are winners in the near-term future. The data validates the theory: Short term reversals are alive and well across a long swath of history!” ~ Gray & Vogel, (2016) Timing matters, and it matters greatly. I […]
Week 29 July: ETF Signal Update 2025
Summary [ This is my 2,311th article published exclusively for members of my SA investment group to share ongoing research and selections. This does not including many public articles and blog posts. Please see the Members’ Library for many prior strategy articles, presentations, and studies. ] Introduction This is the Week 29 July ETF signal […]
Largest Negative Momentum Signal Since February On Technology Breakdown
Summary Introduction “What is most important isn’t knowing the future – it is knowing how to react appropriately to the information available at each point in time.” ~ Ray Dalio So then… Why aren’t momentum strategies exploited by all smart investors and arbitraged away? Timing matters, and it matters greatly. I have spent the last 35 […]
Total Return Breakouts: Signals Weakening After Record Gains, Nvidia And Semiconductors Key
Summary Introduction “The power of momentum is the ability to generate outsize returns that dwarf returns associated with passive benchmarks. Unfortunately, outsized expected returns deliver enhanced risks.” ~ Gray & Vogel, (2016) Timing matters, and it matters greatly. I have spent the last 35 years trading, researching, and constructing algorithms to identify and leverage the value […]
Total Return Breakouts: New Mid-Year Value Selections In Extreme Volatility
Summary Introduction In finance, the Time Value of Money (TVM) demonstrates that the value of a dollar today exceeds its worth in the future due to potential earning capacity, emphasizing the strategic importance of timing in investments, debt management, and capital allocation. Time is an invaluable resource, often equated with money, wellness, and success across various […]
Top Forensic Value Mid-Year 2025 Selections: Highest Positive And Negative Scoring Stocks For July
Summary Introduction This is a fundamental value study that offers two new forensic portfolios for 2025 to continue testing the top four forensic algorithms applied to detect bankruptcy risk, earnings manipulation, and financial irregularities. This forward testing study makes portfolio selections from the highest positive and highest negative scoring stocks across the U.S. stock exchanges to […]
Top Piotroski-Graham Long-Term Value Portfolio: Mid-Year 2025 Selections
Summary Top Piotroski-Graham Long Term Value Portfolio: July 2025 Selections These top selections for the July 2025 long-term portfolio comprise the 28th portfolio since 2017 formed to test the long-term value approach of the Joseph Piotroski and Benjamin Graham’s value algorithms that remain two of the best-performing value-based selection models in peer-reviewed financial research. The portfolios […]
Total Return Breakouts: Highest Positive Signal Of The Year Fuels Short Squeeze And FOMO
Summary Introduction The long-term implications of FOMO-driven behavior in the stock market raise concerns about the sustainability of such practices. While FOMO can generate short-term gains for some investors, the overall impact on financial stability and market efficiency is often negative. Over time, the frequent buying and selling of stocks based on emotional reactions to […]
Total Return Breakouts: Top Value Stocks As The Largest Market Skew Since 1998 Unwinds
Summary Introduction The enthusiasm for Tesla and other bubble-basket stocks is reminiscent of the March 2000 dot-com bubble. As was the case then, the bulls rejected conventional valuation methods for a handful of stocks that seemingly could only go up. While we don’t know exactly when the bubble will pop, it eventually will. – David […]