Investing Research Articles

…evidence suggests that past six-month fund return is a stronger indicator of mutual fund momentum than either nearness of fund net asset value to its one-year high or a more abstract sensitivity of fund returns to stock return momentum.

…investors should adopt a stance of considerable skepticism about stock-picking research.

Independent collection and analysis of this data is not presently practical for CXOadvisory.com.

There is not enough information to tell whether the claims about investment results…represent a reasonable expectation for a subscriber.

Proprietary information is not subject to “fair use” for review as is publicly available but copyrighted information.

…evidence from simple tests does not support a belief that adding a downside risk factor materially enhances the performance of a momentum-driven tactical asset class allocation strategy.

…evidence from mutual funds suggests that momentum (contrarian) investors/traders can enhance returns by focusing on stocks with high (low) beta.

CXOadvisory.com generally focuses on U.S. equities for this kind of analysis.

…we are putting Jon Markman on a watch list but not establishing a formal review at this time.

As suggested by a reader, we evaluate here the stock market commentary of Bob Hoye via “Pivotal Events” commentary at SafeHaven. Bob Hoye is Editor & Chief Investment Strategist of Institutional Advisors, which states that: “The term ‘Rational Fringe’ has been used to distinguish our research from the mainstream convictions that financial history was random… Keep Reading