Marc Gerstein

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Marc Gerstein, Director of Research at Chaikin Analytics, is an oddball sort of quant. He has long specialized in rules/factor-based equity investing strategies and has been addicted to stock screening since the days when the program was loaded into a pc on a 5 1/4” floppy disc

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5,783 viewsMar 17, 2021

I Don’t Know If The Market Will Crash, But If It Does, You Need Not Follow It Down

Will the stock market crash? Darned if I know. But I do know that you are a decision-making investor, not an index. So you don't have to follow it all the way down. Take advantage of numerous sell signals along the way.

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229 viewsOct 30, 2020

Six Speculative REIT Ideas For Libras

REIT Contrarians can buy early and cheap ahead of post-pandemic resumptions of full rent collection. Some property use-types may not recover. But property can be transformed. We can stay alert to the unknown. Mr. Market can help us distinguish between fanciful speculation and rational speculation.

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278 viewsOct 14, 2020

Two Non-Generic ETFs For A Potential Small-Cap Driven Market

SmallCap stocks have shown some life lately. If this is going to be a sustainable thing, it will mean that the Street in willing to take on higher levels of business risk. That could presume bullishness about the economy. In addition to big ETFs like IWM, here are two specialty plays.

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233 viewsOct 12, 2020

Emerging Tech And Value Don’t Have To Be Enemies

Since expected future growth, however hard to project, is part of what makes for fair value of a stock, Value and Emerging Tech need not be enemies. Using the constituents of the S&P FactSet Innovative Technology ETF (XTIK) as a starting point, i find five emerging-tech-value ideas.

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246 viewsSep 24, 2020

Getting By In Uncle Fed’s “Sistine Chapel” Fixed-Income Market

Question: What does the fixed income market have in common with the Sistine Chapel? Answer: The main action is on the ceiling. That’s the result of near-zero interest rates and a major top for bond prices. It's not easy to cope, but it's possible.