May 21, 2021

Sector Booting using SCTR

Can we boost performance by getting rid of a couple of bad industries? Certainly. Can we do it via the SCTR? Maybe. The best case: what […]
August 11, 2020
China Rising

The Consequences of COVID-19 on Chinese Manufacturing

COVID-19, initially spread throughout China, has now spread throughout the world, closing virtually everything. Some countries have gotten the virus under control, while others struggle to […]
February 20, 2020
CAPM Explained

February 2020 Release notes

We are proud to announce a new release of Equities Lab. We have a ton of new features, including some changes that might affect your current screens. Some of the highlights include more ADRs, new macro economic properties, and a fully functional stock simulator.
February 10, 2020

Expedia is in trouble. Should you sell it?

Expedia is desperate to improve their Earnings Yield. Is that a sign you should sell?
August 23, 2019

What does “S&P-like” mean, anyways?

In a previous article, we compared the S&P 500 index to an EquitiesLab macro, issandplike. Our goal was to analyze the S&P’s value, by comparing the […]
July 28, 2019

Net Income Verses Free Cash Flow

Show me the money People look at net income, otherwise known as just earnings, as well as Free Cash Flow to decide whether they like a […]
May 15, 2019
Does the S&P 500 Cheat?

Does the S&P 500 cheat?

Introduction The S&P 500 has performed spectacularly over the last seven years. So spectacularly, in fact, that some find its performance hard to believe. Are the […]
March 26, 2019

Will The Real O’Shaughnessy Please Stand Up?

O’Shaughnessy’s screen focuses on low-cost tickers with small market caps. His reasoning goes that, as small as these companies are, most analysts ignore them. This lack of attention suggests that there quite a few diamonds in the rough within microcap stocks. Is he right?
March 15, 2019
Does Making Money Matter?

Should I Invest In Money Losing Companies?

A common theory is that a company making money will outperform a company that doesn’t. Is that really true? I am here today to test how […]
February 11, 2019

A Fond Farewell for Tyler McCain

Tyler has worked with us for about 4 years: doing anything that needed doing. From testing (tedious but critical) to creating new strategies that manage risk […]