Below is a weekly summary of our research findings for 4/5/21 through 4/9/21. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs.
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- Stock Market Valuation Ratio Trends
Recent S&P 500 earnings forecasts indicate 12-month trailing earnings-price ratios well below generational “normal” over the next few quarters. - The State of Systematic (Algorithmic) Investing
Systematic (algorithmic) investing is increasingly dependent on specialized skills and technology required to implement machine learning-based strategies. - Return on Single Family Rentals
Evidence indicates that total return to renting single family homes is competitive with stock market return, with about half coming from fairly stable net rental yield and half from highly volatile property appreciation. - Wallstreetbets Contributors and Users Skilled?
Evidence indicates that WSB due diligence reports with buy recommendations may be useful for short-term trading, and that users of these reports can discriminate between strong and weak reports. - U.S. Federal Taxes and SACEVS, SACEMS
Investors following SACEMS/SACEVS in taxable accounts should consider the disparate impacts of federal taxes on active and passive portfolios.