"Standard & Poor's Sector Investing" provides a comprehensive guide to understanding and utilizing sector-based investment strategies. The book explores how different sectors of the economy perform under various economic conditions, such as growth, recession, or inflation. It offers a detailed analysis of each sector, including its historical performance, key drivers, and potential risks. The book emphasizes the importance of sector rotation, a strategy that involves shifting investments from one sector to another based on economic forecasts. Investors can gain a deeper understanding of how to allocate their assets across different sectors to optimize returns and manage risk. By focusing on sector-specific trends and dynamics, the book aims to help investors make more informed decisions and enhance their overall investment performance.
In 'The Seven Rules of Wall Street', Sam Stovall examines seven well-known investment sayings, such as 'Let Your Winners Ride, But Cut Your Losers Short' and 'Sell in May and Then Go Away', by back-testing them against historical market data. The book provides insights into how these rules can be effectively used to build winning portfolios, including the use of ETFs. It offers practical advice for both long-term investors and traders, aiming to maximize returns while minimizing risk.
The Stock Trader's Almanac, now in its 57th year, is a seminal work that provides investors with historical data and analysis on stock market cycles and seasonal trends. First created by Yale Hirsch in 1967, the almanac has been continued and expanded by his son, Jeffrey A. Hirsch. It includes strategies such as the 'January Barometer', the 'Santa Claus Rally', and the 'Best Six Months Strategy' (also known as 'Sell in May and Go Away'). The almanac is designed to help investors make more profitable decisions by leveraging historical market patterns and tendencies.
Wall Street has us all on edge right now, so we called in one of the smartest people we know when it comes to stock market to help us make sense of it all, Sam Stovall. Sam is CFRA's Chief Strategist and a market historian that knows his stuff! He joins us in this episode to discuss:
- What stock market history tells us about the shaky situation we're in today
- What tariffs really have to do with the stock market and economy
- The 'rebalance' rule
- Mid-term election tailwinds
- Where the federal reserve fits into all of this
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📘Stock Trader's Almanac
BetterInvesting.org
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⏰ ‘Catching Up to FI’ Episodes referenced
Catching Up to FI in Uncertain Times | Bill & Jackie | 138
Bonus Episode: The Market is Crashing, Now What? | Bill & Jackie | 135
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