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At the Money: Stock Picking vs. Value Investing 

The Big Picture

To find out more, I speak with Jeremy Schwartz, Global Chief Investment Officer of WisdomTree, leading the firm’s investment strategy team in the construction of equity Indexes, quantitative active strategies and multi-asset Model Portfolios. Present value of future cash flows, any asset is present value of future cash flows.

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Negative effects of a prolonged bull market

Truemind Capital

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism.

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Round Trip

The Big Picture

but the giveback off the highs was substantial: S&P 500 was down ~23%, Russell 2000 was off 27%, and the Nasdaq 100 came down 32%. But we won’t know how big a losing trade it might be until early 2024, when we see the updated valuations. Investors hold asset classes, to benefit from long-term value creation and compounding.

Economics 246
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SPY vs. QQQ: Battle of the ETF Behemoths

Validea

In this post, we break down the most important differences between SPY and QQQ across key dimensions: performance, volatility, valuation, sector exposure, factor makeup, and fees. Using Portfolio Visualizer data from 2000 to May 2025, QQQ outperformed SPY slightly with a 7.77% annualized return vs. 7.52%. Standard Deviation 15.3%

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Negative effects of Bull Market

Truemind Capital

Equity markets corrected by more than 50% in 2000-01 and more than 60% in 2007-08 which lasted for 1.5-3 Like the circle of life, good times are followed by bad times, and bad times are followed by good times, stock markets also go through cycles of excessive greed/optimism to excessive fear/pessimism.

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Things Change

The Better Letter

Four of 1990’s top ten were still there in 2000. IBM topped the list in 1980 and 1990, but was off it entirely by 2000. Also off the list for 2000: Philip Morris (still profitable due to international markets, but tobacco was more and more a social pariah in the U.S.), Only Microsoft remained from the 2000 list.

Numbers 97
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There is Still Value in the Russell 2000 After Its Recent Surge: Here are 5 Top Rated Stocks

Validea

After lagging the S&P 500 for much of 2024, the Russell 2000 small cap index has staged an impressive rally in recent weeks. As smaller companies catch up to their large cap counterparts, investors may be wondering which Russell 2000 stocks look most attractive. over 10 years Manageable debt levels Projected 10-year return of 16.8%