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Latest Valuentum Commentary
Sep 5, 2019
Valuentum’s Economic Roundtable: Trade War, Factors and Beyond
The markets rallied hard September 5 on relief that the US and China will go back to the negotiations table next month. This back-and-forth news cycle is enough to give any investor whiplash. Let’s catch up with the Valuentum Team on the latest developments, not only with the trade war but also with respect to factor investing, possible bubbles and beyond.
Aug 26, 2019
The Valuentum Team Talks Powell Speech and Threat of Global Recession
Last week, China issued retaliatory tariffs on US goods, and Trump responded in kind, escalating trade tensions. Caught in the middle of this US-China trade war is the Fed, however. Let’s sit down with the Valuentum team and kick things off with our thoughts on Fed Chairman Powell’s speech, Challenges for Monetary Policy issued August 23 in Jackson Hole, WY.
Jul 6, 2018
Indexing Moves Markets and Creates Inefficiencies
We think the example of Longfin Corp shows definitively that index investing moves markets and can create inefficiencies. In a prior paper, we introduced the concept of expectations “errors” as it relates to testing market efficiency, and in this paper, we strive to identify the foundational element that may help explain not only that inefficiencies exist because of index investing, but also the drivers behind such inefficiencies, illustrated as function of shares purchased by index trackers to achieve the respective index weight as a percentage of the number of shares in the company’s float. It may not be whether indexing moves markets or causes inefficiencies, but rather, how frequently and by how much.
Oct 6, 2014
The Correction: Markets Continue to Breathe Sigh of Relief Monday
The market shrugs off GT Advanced bankruptcy.
Mar 24, 2014
Small Capitalization Stocks Officially in Bubble
Small capitalization stocks are in a bubble. We think investors should be cautious with the group.
May 23, 2013
The Market Doesn’t Go Straight Up
After the daily grind higher, the market pulls back.
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