James Chen, CMT is an expert trader, investment adviser, and global market strategist. Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, ...

An attempt to measure the exposure of gold stocks' returns to six variables: Risk Free Rate, Gold (metal), NYMEX (Crude Oil), DXY (US dollar Index), DJIA, S&P 500 index. Only NYMEX (Crude Oil price) ...

In recent years, investors have increasingly turned to factor investing as a way to diversify their portfolios and potentially achieve higher returns. Factors are specific characteristics of stocks ...

Inverse residual variance (IRV) weighting reduces noise and improves factor performance. Country and industry betas replace dummy variables for deeper, more accurate risk insight. PCA shrinkage ...

Below is Validea's guru fundamental report for FIVE BELOW INC (FIVE). Of the 22 guru strategies we follow, FIVE rates highest using our Multi-Factor Investor model based on the published strategy of ...

AFLG is an actively managed large-cap fund aiming to outperform the S&P 500 Index using a proprietary multi-factor model. Its expense ratio is 0.55% and AFLG has $237 million in assets. AFLG ...

The Wall Street Transcript is a completely unique resource for investors and business researchers.

Below is Validea's guru fundamental report for CATERPILLAR INC. (CAT). Of the 22 guru strategies we follow, CAT rates highest using our Multi-Factor Investor model based on the published strategy of ...