First, we observe that the current valuation dispersion in these factors (e.g., the discount of value stocks relative to their expensive peers, and the premium attached to high-momentum stocks) is ...

The UltraPro Short QQQ ETF has a poor track record of losses, but can be used strategically by long-term investors. SQQQ is a leveraged bet against the Nasdaq 100, providing three times the inverse ...

Investors have preferred growth stocks for some years, but value stocks have enjoyed a nice bump higher year-to-date. Is this mean reversion a simple bounce or will the first quarter of 2016 mark the ...

My December 2019 article, “Mean Reversion + Valuation = Opportunity,” cited cheap, out of favor assets including U.S. value and small caps, international, emerging markets, natural resources, MLPs and ...

Forbes contributors publish independent expert analyses and insights. I show you how to save and invest. Traders work during the opening bell at the New York Stock Exchange (NYSE) on January 13, 2020 ...

Discover how relative value funds use strategies like pairs trading to exploit mispricings, aiming to exceed benchmarks.