1.Factor Trends…Value Worst Performer in 2018.
After Trailing Growth This Entire Bull Market…Value Dead Last Again This Year.
Topley’s Top Ten – December 13, 2018
Topley’s Top Ten – December 10, 2018
1.$Trillion Dollars in Stock Buybacks…Record.
Buybacks certainly helped in the afternoon – With today’s buyback announcements, value announced so far this year now above $1 trillion, highest yearly figure ever … even backing out Apple’s $100 billion announcement this year, 2018 is still the highest on record
From Dave Lutz at Jones Trading.
BUYBACK ETF PKW Trailed S&P All Year.
Topley’s Top Ten – December 4, 2018
From Dave Lutz at Jones.Topley’s Top Ten – December 3, 2018
1.Five Year S&P +52% vs. MSCI EFA (developed market)-5%. S&P Trading 25% Above Median P/E vs EFA 10% Below Median.
S&P vs. EFA 5 Year Chart.
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Topley’s Top Ten – November 29, 2018
1.2018 –Another Look at Tough Year for Diversified Portfolios
If the year ended today, it would be the worst year for global diversified portfolios since 2008.
https://twitter.com/charliebilello/status/1067456096464449542
Found at Abnormal Returns Blog… www.abnormalreturns.com