Index Rebalancing Blog

Three-column decision table comparing job needed, what can go wrong, and potential tool for long-duration Treasury funds, intermediate bond funds, short-term Treasuries, and cash reserves

Are Bonds Still a Portfolio Hedge? What Rising ...

Bonds can still lower portfolio risk, but they are not a guaranteed stock hedge in every selloff. Whether a bond allocation offsets equity losses depends on its maturity, its type,...

Are Bonds Still a Portfolio Hedge? What Rising ...

Bonds can still lower portfolio risk, but they are not a guaranteed stock hedge in every selloff. Whether a bond allocation offsets equity losses depends on its maturity, its type,...

Two-column valuation diagram comparing the same future $100 cash flow discounted at 4% versus 5%, beside a timeline showing why profits expected further in the future are more sensitive to rising yields

Why Rising Treasury Yields Can Push Down Growth...

Rising Treasury yields can pull growth stocks lower even after strong earnings because a higher discount rate reduces the present value of profits expected years from now. Here is the...

Why Rising Treasury Yields Can Push Down Growth...

Rising Treasury yields can pull growth stocks lower even after strong earnings because a higher discount rate reduces the present value of profits expected years from now. Here is the...

Why Analysts Can Raise a Stock's Price Target While the Stock Is Falling

Why Analysts Can Raise a Stock's Price Target W...

An analyst price target is a forward-looking valuation estimate, not a guarantee of near-term demand. A stock can fall on the same day a target rises because the analyst and...

Why Analysts Can Raise a Stock's Price Target W...

An analyst price target is a forward-looking valuation estimate, not a guarantee of near-term demand. A stock can fall on the same day a target rises because the analyst and...

Why an AI Stock Can Get a Higher Price Target a...

A stock can receive a raised analyst price target at 8 a.m. and fall 8% by the closing bell. That is not a contradiction — it is a reminder that...

Why an AI Stock Can Get a Higher Price Target a...

A stock can receive a raised analyst price target at 8 a.m. and fall 8% by the closing bell. That is not a contradiction — it is a reminder that...

A Stop-Loss Order Is Not a Guaranteed Exit Price: What Happens When a Stock Gaps Down

A Stop-Loss Order Is Not a Guaranteed Exit Pric...

A stop-loss order can trigger after a stock gaps down, but triggering is not the same as executing at your chosen price. This article explains stop vs. stop-limit orders, why...

A Stop-Loss Order Is Not a Guaranteed Exit Pric...

A stop-loss order can trigger after a stock gaps down, but triggering is not the same as executing at your chosen price. This article explains stop vs. stop-limit orders, why...

Why AI Spending Can Lift Earnings While Draining Free Cash Flow

Why AI Spending Can Lift Earnings While Drainin...

AI capital spending is creating a widening gap between reported earnings and free cash flow, and understanding that gap matters more than celebrating the beat. This piece explains why the...

Why AI Spending Can Lift Earnings While Drainin...

AI capital spending is creating a widening gap between reported earnings and free cash flow, and understanding that gap matters more than celebrating the beat. This piece explains why the...