Special Reports

Special Reports

  • Special Reports

    Time to Sell Stocks Our Diffusion Index Says

    August 01, 1987 BY Steve Leuthold

    The tool has functioned as a good lead indicator of changes in inflation momentum. When the reading is moving up it is an inflation acceleration alert and a move above 70% is usually cause for a general alarm. On the other hand, readings below 50% are a comfort zone.

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  • Special Reports

    A Tactical Approach To Successful Factor Investing

    January 25, 2018 BY Scott Opsal

    TABLE OF CONTENTS:

    Executive Summary / Factor Investing-An Initial Look / Factor Investing And The Importance Of Market Cycles / The Intelligent Use Of Smart Beta / A Six-Factor Study including Value, Momentum, Quality, Stability, Yield, and Size / Next Steps

    EXECUTIVE SUMMARY

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  • Special Reports

    EM Closed-End Fund Discount/Premium: No Longer A Sentiment Factor

    April 12, 2017 BY Jun Zhu

    Closed-end funds (CEFs) rarely trade at net asset value (NAV). They either trade at a premium or a discount to share price. When demand for underlying assets is high, the price of a CEF will move above its NAV, trading at a premium. On the contrary, when investors are pessimistic about the underlying assets of a CEF, the price is driven below NAV, trading at a discount. Many studies have looked at CEF discounts and premiums as a means to gauge investor sentiment toward the assets they represent.

     

     

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