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What Do You Call Fundamental Investors

Who Leverage Factors

Proactive & Prepared

WHAT ARE FACTORS

And Why Create a Newsletter

Factors are investment characteristics that help explain the risk and/or return behavior of a stock or any asset. Factors represent some of the most intuitive, widely used and historically relevant investment concepts including Value, Momentum, Quality, Volatility, Leverage, size, etc. Today factors are increasingly being utilized in security selection across the investment community.

 

Why the newsletter?

 

Simply put, we teamed up with MSCI to help fundamental investors use factors more efficiently and effectively in their daily lives (and they are easy and affordable to integrate into your process):

  • Put market performance into context

  • Provide a format that makes it easier to make real decisions

  • MSCI is the industry leader in Factor Analysis, so you are hearing it from the best!

Let us know if you would like to be added to the distribution list: sales@equitydatascience.com

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Factors in Focus Newsletter Archive

July 2021 - Summer shifts as COVID sets in

June 2021 - Growth Reemerges

May 10th, 2021 - Inflation Quake and Thematic Drop – A Factor View

March 17th, 2021 - Markets Calm.....For Now

March 10th, 2021 - Continued Disruption

February 24th, 2021 - Disruption and Pandemic Make Way for Reality

February 8th, 2021 - Short Squeeze Dissipate, Risk On
February 3rd, 2021 - Short Interest & Other Factors

December 14th - Momentum & Sentiment Behavior in the Rally

November 2020 - Monthly Review

November 22nd - Rotations Persist into Thanksgiving

November 16th - Vaccine Optimism Crashes Momentum and Drives Value Rotation
November 10th - Momentum Sell-Off - What is Next
November 6th - Post Election Snap-back
October 2020 - October 2020 Review
October 26th - Markets Dazed & Confused
October 12th - Markets Cautious, but Optimistic
October 5th - Market Consolidation Despite COVID Spike
September 28th - Risk Off Mentality Embed Last Week
September 22nd - Monday's Sell-Off - What is Safe
September 15th - Labor Day Directionless
September 9th - Late Summer Sell-Off
August 17th - All Quiet on the Factor Front
August 12th - Monday's Late Day Sell-Off. Something Bigger?
August 10th - Market Breadth & Shifting Winners
August 3rd - Factor Winners Take All
July 27th - Earnings Quality Pops!
July 20th - Momentum & Beta, Earnings Yield Jumps!
July 15th - Mid-Week: Beta and Momentum Tug-of-War
July 13th - Shift in Factors or More of the Same
July  6th - Momentum Swings, Value Churns & Profitability at a Premium