Valuations Could Stay Elevated… and that is OK in our View!
Last year during first quarter 2020 earnings season – the first period impacted by the novel coronavirus – we advised investors to pay attention to the words and tone used by management teams discussing current business conditions. Words mattered more than the numbers as Wall Street analysts were forced [...]
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Three Reasons for Economic Growth and Higher Equity Prices
There are three broad reasons why our outlook for U.S. economic growth and the equity market continues to brighten. First, the U.S. Federal Reserve’s (the Fed) massive monetary support keeps increasing liquidity in the financial system. As exhibit 1 shows, M1 (currency, checking accounts, etc.) is growing quickly. While the Fed’s initial massive intervention was [...]
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Astoria’s Portfolio Construction Thoughts
One of Astoria’s goals for 2021 is to communicate portfolio construction thoughts with investors on a more systematic basis. In this ‘CIO Thoughts’ piece, our aim is to deliver several topics in an easy-to-read language, which hopefully leads to more fruitful conversations and meetings with our investors. Before discussing Astoria’s ‘CIO Thoughts’, we wanted to alert you that Astoria’s Quantitative Strategist, Nick [...]
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Dividend Stocks Still Matter. So Does This Model Portfolio
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Business Development ETFs Like ‘BIZD’ Aren’t Monkeying Around
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Snag QQQ-Like Gains in China with Invesco’s ‘CQQQ’
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Midstream Energy’s Role in the Green Energy Equation Is Growing
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