Are US and China Heading Toward a Full-Blown Trade War?
By Henry Ma, Julex Capital Management The fear of a global trade war hung over wall street after President Trump’s announcement that he…
Author Julex Capital
Will Wage Growth Drive Up Inflation?
By Henry Ma, Julex Capital Management The most recent two job reports moved the equity market significantly. The S&P 500 Index jumped 1.7%…
What Happened to Stocks When the Fed was Tightening
By Henry Ma, Julex Capital Management The stock market plunged on rising interest rates worries after stronger-than-expected job and wage numbers were reported…
Implications of GOP Tax Bill for Equity Sectors
By Henry Ma, Julex Capital Management The GOP Tax Cuts and Job Act was passed in the Congress and signed into law by…
3 Worst Bear Markets Started with High PE
By Henry Ma, Julex Capital Management As the stock markets continue setting records day after day, many investors are becoming more and more…
Are We Entering Another Credit-Fueled Bubble?
By Henry Ma, Julex Capital Management The bull market is in a full swing and everything is becoming more and more expensive. The…
Is There a Passive Investing Bubble?
By Henry Ma, Julex Capital Management Since I published the article “The Economic Analysis of Active vs. Passive”, I have received a lot…
Looking for Value? Go Abroad
By Henry Ma, Julex Capital Management Since the end of the financial crisis, the US has led the global equity market recoveries for…
If Jeremy Grantham Has a Changing Heart on Value Investing, Should You?
By Henry Ma, Julex Capital Management Jeremy Grantham, one of the most notable “top-down” value investor, recently had a changing heart on value…
What Trump’s Tax Plan Means for Income Investments?
By Henry Ma, Julex Capital Management Despite the Russian scandal hanging over the Trump administration, many investors still believe some type of the…
Is Low Volatility a Contrarian Sell Signal?
By Henry Ma, Julex Capital Management One of the most-watched fear gauges on Wall Street has been traded at the lowest levels in…
An Economic Analysis of Active vs. Passive Investing
By Henry Ma, Julex Capital Management The debate on active vs. passive investing has been heating up in last few years as investors…
Is Smart Beta Smarter Than Indexes?
By Henry Ma, Julex Capital Management In the past 10 years, smart beta has become one of the fastest growing investment segments. Being…
Do Low Interest Rates Support Current High PE Ratio?
By Henry Ma, Julex Capital Management The US stock market has been in a bull run for almost eight years since March…