Active investment management’s weekly magazine for fee-based advisors

The following posts are related to market analysis. Scroll down to see more articles.

How to take a financial punch

Like a heavyweight title fight, investment plans have a beginning, a middle, and an end. Do your clients’ plans have the dynamic risk-managed strategies and true diversification needed to take the financial punch that markets will inevitably deliver?...

Anatomy of Dow 30 technical patterns

Large segments of the investing population continue to use the Dow Jones 30 Industrial Average (DJIA) as the basis for determining how well the stock market is doing at any given time. Many investors are excited about how far this index will climb in...

Stock market years ending in ‘7’

Long-term cycle charts are interesting to look at, but I’m not sure how much they help one’s trading or strategy. In any case, www.seasonalcharts.com has an interesting 10-year cycle chart of the Dow Jones Industrial Average. The data for the Dow is...

Low volatility—high returns?

What offers a better opportunity for investment returns: low-volatility or high-volatility markets? It doesn’t seem possible that low-volatility markets might deliver better returns than the converse of more alpha being delivered in volatile markets. It...

Has market momentum finally shifted?

Editor’s note: Despite the rapid-fire action emanating from the Oval Office last week, markets seemed to take it all relatively in stride, with the Dow Jones reaching the long-anticipated 20,000 milestone, the SPX rising 1%, and the NASDAQ Composite...

The ins and outs of event-driven ETFs

Event-driven investing strategies have been around for decades. These strategies attempt to profit from market inefficiencies that often occur in conjunction with various corporate events such as mergers, acquisitions, spin-offs, stock splits, buybacks,...