Why we got back in the market Roman Chuyan, CFA 11/9/2020 Note: this report was sent to our clients on 11/2/2020. Stocks took off like a rocket ship since then. ~~~~~~~~~~~~~~ Our Equity Model’s outlook for the S&P 500 changed from Neutral to Positive. Our Short-Term Risk model gave a
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equity market
Mar 06, 2020 | Post by: Roman Chuyan, CFA Comments Off on How We Protect Against This Downturn
How We Protect Against This Downturn
Roman Chuyan, CFA February 29, 2020 Our fundamentals-based process helped protect against the entire market correction so far. Our equity model’s outlook for the S&P 500 remains negative; we maintain defensive positioning. The correction made stocks somewhat cheaper, but valuation remains negative. What a difference a week makes! Stock markets
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Nov 06, 2018 | Post by: Roman Chuyan, CFA Comments Off on Stock Rebound Is In Order
Stock Rebound Is In Order
I describe some investor fears that triggered the stock market correction and more importantly, why a rebound is in order. Valuation for the S&P 500 has improved, and earnings growth is exceptionally strong, +25% YoY. U.S. economic strength continues – but Europe is slowing rapidly which might be a
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Jun 30, 2014 | Post by: Roman Chuyan, CFA Comments Off on Equity Market Rally In 2014 Is Just Starting
Equity Market Rally In 2014 Is Just Starting
By Roman Chuyan, CFA Note – this article was written in early July 2014; but is still applicable now. Here we are in the middle of 2014, and many investors and advisors are reassessing their asset allocation for the rest of this year. Investors and managers who actively manage their
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