Senior Quantitative Analyst and Consultant
Herb Blankis a senior quantitative analyst at ValuEngine and senior consultant and practice leader in the Global Finesse Product Strategy and Implementations Consulting Practice. He has more than 40 years of experience in financial product innovation and quantitative analysis. Recognized as a ...more

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Tech Sector Is Hot, But Returns Vary Widely Across ETFs
3 months ago

I wrote something similar about these ETFs vs. market in general a few weeks ago.  And so, I heartily concur with your article, James Picerno

In this article: SMH, XLK, FIVG
A Graphic Exposition On Seasonality In Key Macro Indicators
8 months ago

Thank you Menzie Chinn, this research is very compelling and applicable to something I am working on now.

Consolidative Session, Even If Not Turn Around Tuesday
10 months ago

Greaat summaries on a complex global situation.  Great to read your take on thinks, Marc.

Trustworthy Companies Offer Superior Investment Returns With Less Risk
1 year ago

Clarification that HP Inc. (Newish Ticker Symbol: HPQ, no longer HWP) is the company formerly known as Hewlett Packard Inc. and is the company in the top ten.  

HP is still the ticker symbol for Helmerich & Payne, a longtime oil service and equipment company.  That company did not make this list.

In this article: IWD, SPY, AXP, HPQ, HSY, KR, PVH, TXN, ADSK, AMGN, QCOM, ABBV
Recession Risk Rises But US Still Expected To Grow In Q2
1 year ago

Extremely well covered.  Thank you Jim Picerno.  I'm not sure that we won't get a technical recession and we'll probably weed out some companies with balance sheets too weak to survive a credit crunch.  But until supply outstrips demand, I don't see an actual classic recession with massive layoffs and an avalanche of reduced sales taking place.  Last quarter and possibly this quarter is a result of sticker shock holding off fulfillment of pent-up demand on a temporary basis.  Permanently, we should weather this storm by 2023 if not before.

Dividend-Yield Factor Offers Port In Equity Storm This Year
1 year ago

James Picerno

Absolutely correct James Picerno.  As I've written in my blog, some ETFs that have combined low volatility, high dividend yield, high solvency and relatively low valutations have actually managed positive returns year-to-date.  Very few other non-single-industry, non-derivative and non-inverse ETFs have managed to do this. 

In this article: SPY, VYM
Market Forecasts For 4th Quarter 2021 And Beyond
1 year ago

I did not list in the Tickers covered portion 3 stocks mentioned in the article with purchase recommendations: AMC Entertainment ($AMC), Intella Theraputics ($NTLA) and SolarEdge Tech. ($SEDG).  Please excuse the oversight.  All the reports are available free of charge.

In this article: QQQ, IVV, IWD, IWF, IWM, MDY, AMC, SEDG, NTLA
Deep-Value ETF Report: Wednesday, June 16
2 years ago

Terrific analysis Jim. Defining Value or Deep Value is always subject to interpretation and forensic accounting adjustments but this is a very good documentation of the overall trend this year. I just posted a blog here in TalkMarkets today on the ETFs in the Consumer Staples Sector. They are not Deep Value but is less susceptible to downturns and sudden idiosyncratic jolts.. Those fearing a market reversal rather than just a rotation while remaining invested in US Stocks may wish to check it out in my feed.

Jim, it is always a pleasure to read your updates.

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