This type of investing is not for the faint of heart, but we still see value in several of these companies.
Should I be investing in disruptive technologies today?
Depending on which broader infrastructure projects take shape, numerous companies could see increased demand.
But while increased infrastructure spending will create opportunity, the market has already priced in most of these companies' potential.
The proposed plan could be passed this summer, but related stock valuations remain uncertain.
The broad equity market is trading at a 3% premium to our fair value estimates.
How to approach this trending type of investment.
A few undervalued stocks remain, but many have already surged past fair value.
What to know about this roundabout route to taking a company public.
Are these structures an attractive opportunity or too risky for individual investors?
What you have to believe to justify the high valuation that the market is placing on Apple's stock.
We examine the potential market implications of events like the GameStop stock saga.
Which pandemic-related trends have already passed, and which ones might be around the corner?
Here's what you have to believe to justify the eye-popping value that the market is placing on the company's stock.
How individual investors are changing the dynamics of a well-known strategy from the institutional investor playbook.
Risks and rewards in the 2021 corporate-bond market.
The broad equity market is trading at a 6% premium to our fair value estimates.
What's poised for a comeback when consumer behavior normalizes?
With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.
As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks.
The Democrat's platform proposes major new spending programs, including healthcare, clean/renewable energy, infrastructure, and education, among others.
Regardless of who wins, long-term investors should remain focused on the economic recovery.
A surge in new coronavirus cases has sent stocks on a downward spiral.
A look at utilities, energy, and the budding cannabis industry in a continuation of the Trump presidency or a new Biden administration.
We examine the major contrasts between the two administrations when it comes to tax policy, international relations, and infrastructure and how companies would fare.
As part of our evaluation of the trends that will shape these areas of the economy, we took these factors into account.
As Election Day nears and the coronavirus vaccine trials continue, headlines may lead to volatility, but we expect economic rebound to keep on.
Although the market's largest names are pricey, we see several pockets of value.
Several mega-cap stocks significantly overvalued.
Market sells off as overvalued technology stocks retreat, whereas energy still looks cheap.
As the fears that drove credit spreads to their widest levels in 20 years failed to materialize, corporate credit spreads tightened meaningfully throughout the second quarter.
Restaurants and bars account for most of the surprising increase in jobs; our thesis holds that the long-term trend in GDP will not be significantly altered by the coronavirus.
Easy returns have been made; the focus now turns to selecting specific undervalued stocks.
Near-term economic contraction is being overshadowed by positive news in the fight against COVID-19 and expected economic recovery in the second half of 2020.
We think these E&P companies have strong balance sheets and are not at risk.
Investors' focus has shifted this week to earnings reports and economic metrics in order to decipher how quickly a recovery can evolve.
Oil prices languish while gold shines, but for long-term investors, we see value in energy companies over gold miners.
U.S. markets soar higher following Federal Reserve’s initiatives to further expand its lending programs.
They've led to a $1.6 trillion increase in Federal Reserve assets over the past month to $5.8 trillion.
We see ample opportunities for long-term investors.
The Fed is using lessons learned in 2008 to help alleviate the near-term financial and economic impact of COVID-19.
Only U.S. Treasuries have been able to generate gains as the severe widening across credit spreads on risky assets has led to losses across the rest of the fixed-income universe.
Except for when the market was broken in 2008, corporate bonds are trading at their widest credit spreads and lowest dollar prices over the past 20 years.
The closure of the floor of the New York Stock Exchange will mostly mean business as usual -- with a few caveats.
Why aren’t U.S. Treasury bonds and precious metals providing the refuge they usually do?
Year-to-date inflows of $20.1 billion are heavily weighted toward the high-yield ETFs.
Year-to-date inflows into the high-yield asset class remain a solid $18.4 billion.
The Federal Reserve announced it would extend its program of offering daily overnight repurchase agreements up to $75 billion through November 4.
Dave Sekera explains the quarter in bonds.
The corporate bond market traded in an orderly fashion and was relatively quiet last week.