Betting against the hottest equity risk factors this year has been a painful strategy, if only in relative terms. But no matter how you slice the numbers, momentum and large-cap growth continue to outperform in 2024, based on a set of ETFs through yesterday’s close (Aug. 27).

Continue reading →

* US home prices rose 5.4% in June vs year-ago level–faster than inflation
* AI bellwether Nvidia set to report earnings today after closing bell
* Across-the-board tariffs for US may be coming. Here’s what to expect
* 3 contrarian strategies worth a fresh look: EM stocks, value and small caps
* US consumer confidence rises to a six-month high in August:

Continue reading →