Core Insights - The U.S. equity markets have experienced volatility, with gains in blue-chip tech companies offset by concerns over AI firm valuations, leading to expectations of a market correction [2] - Investors are anxious about the Federal Reserve's potential actions regarding interest rates amid a government shutdown that has created a data vacuum [2] - The upcoming September nonfarm payrolls report is highly anticipated for insights into economic trends and Federal Reserve decisions [3] Momentum Investing Strategy - Momentum investing is characterized by "buying high and selling higher," capitalizing on established trends in stock prices [4] - This strategy has historically generated alpha across various market conditions, though it requires skill to identify trends effectively [5] - A screening strategy has been developed to identify stocks with long-term price momentum and short-term pullbacks [5] Screening Parameters - The screening process selects the top 50 stocks based on the best percentage price change over the past 52 weeks [6] - From these, the 10 worst performers over the last week are chosen to identify those experiencing short-term pullbacks [7] - Stocks with a Zacks Rank 1 (Strong Buy) and a Momentum Style Score of B or better are prioritized for selection [8] Selected Stocks - Seagate Technology Holdings plc (STX) has seen a 169.4% increase over the past year but a recent decline of 11.1%, with a Momentum Score of B [12] - Robinhood Markets, Inc. (HOOD) has surged 231.3% in the past year but dropped 14.6% in the last week, holding a Momentum Score of A [14] - Everus Construction Group, Inc. (ECG) has increased by 46.7% over the past year but declined 13.7% recently, also with a Momentum Score of A [15]

If you don’t have access to a 401(k) or pension plan, you should start investing in an IRA to build your nest egg. IRAs offer tax benefits that bolster your retirement savings over time. Even if you have a company-sponsored plan, invest in an IRA to save faster. Keep in mind that the maximum you can contribute to an IRA in 2025 is $7,000 a year.Many government employers offer a traditional pension plan rather than a 401(k) plan. If your employer offers a pension plan, find out if you’re covered. You can ask ...

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Jeffrey Gundlach says investors need to shake up their traditional portfolio due to a swath of overpriced assets, such as stocks. ...

Core Insights - A former Federal Reserve Board governor, Adriana Kugler, violated trading rules, leading to her resignation in August 2023 [1][6][10] Group 1: Trading Violations - Kugler engaged in multiple stock transactions, including shares of Apple and Southwest Airlines, during a blackout period when such trades are prohibited [2][3] - The Federal Reserve's rules restrict trades in individual companies and limit purchases to diversified investments and mutual funds, also banning trading in cryptocurrencies and commodities [3][6] - Some trades, amounting up to $250,000, were flagged to a Federal Reserve internal watchdog earlier in the year [10] Group 2: Resignation and Background - Kugler's resignation was announced in early August, although she initially planned to leave in January 2024 to return to Georgetown University [6][13] - Prior to her resignation, Kugler requested a waiver to trade during the blackout period to dispose of impermissible holdings, but this request was denied [10][11] - Kugler had undergone ethics training, which revealed additional potential violations of trading policies [11] Group 3: Federal Reserve's Response - The Federal Reserve revised its trading rules in 2022 following previous violations by policymakers during the pandemic [6] - Federal Reserve Board Chair Jerome Powell acknowledged Kugler's contributions and experience during her tenure [7]

Core Insights - Stocks remain the preferred investment choice, but exchange-traded funds (ETFs) are rapidly increasing in popularity [1] Group 1 - The growth of ETFs indicates a shift in investor preferences towards more diversified investment options [1] - ETFs are becoming a significant part of the investment landscape, attracting more capital and interest from investors [1]

The investing platform Public announced on Thursday it has acquired the crypto business of Alto, a firm that lets users add alternative assets to their retirement accounts. The move is notable as relatively few firms let investors add crypto to their IRA directly amid ongoing uncertainty over how rules governing retirement accounts apply to crypto. The deal saw New York-based Public pay $65 million in cash and stock for the crypto portion of Alto’s business, which contains roughly $600 million in assets u ...

“First and foremost, it’s you buy stocks, you never sell them, you borrow against them,” Galloway said.When asked about the specific tax strategies employed by the wealthy, Galloway didn’t hesitate.Galloway offered a striking comparison: “If you’re a prisoner of war, you have an obligation to escape. If you’re trying to build wealth, you have an obligation to pay as little tax as possible. Do it legally.”“Tax avoidance is a key skill to building wealth,” Galloway said on Steven Bartlett’s “The Diary of a CE ...

Institutional investors bought the dip in stocks last week, BofA Global Research data show. ...

Core Viewpoint - The article compares two stocks, Mistras (MG) and Teradyne (TER), to determine which is more attractive to value investors based on their valuation metrics and earnings outlooks [1][3]. Valuation Metrics - MG has a forward P/E ratio of 14.66, while TER has a significantly higher forward P/E of 52.68 [5]. - MG's PEG ratio is 0.92, indicating it is potentially undervalued relative to its expected earnings growth, whereas TER's PEG ratio is 1.93 [5]. - MG's P/B ratio stands at 1.66, suggesting a lower market value compared to its book value, while TER has a much higher P/B ratio of 10.51 [6]. Earnings Outlook - Both MG and TER hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook supported by favorable analyst estimate revisions [3]. - Despite both stocks having solid earnings outlooks, MG is identified as the superior value option based on its more favorable valuation figures [7].