Harry Mamaysky

QuantStreet July 2026 Letter: Sector Rotation

The most interesting shift in market price action in June was the strong outperformance of value stocks compared to the broad ma

By Harry Mamaysky

In light of all this, our own view is that markets remain well positioned to continue to rally over the mediu

By Harry Mamaysky

It’s likely not a bubble. Earnings are high. Prices are high because they anticipate future high earnings growth. The historical r

By Harry Mamaysky

April saw a strong rally, which fully reversed the stock market’s losses in March. US markets set new all-tim

By Harry Mamaysky

March 2026 was a rough month for financial markets. Broad indexes experienced large selloffs, led by international st

By Harry Mamaysky

With apologies if this is the tenth investment piece you’ve read this week about the impact of the Iran War on asset markets, but we wa

By Harry Mamaysky

Iran's de facto closing of the Strait of Hormuz precipitated the latest in a series of energy crises. Since the 1970

By Harry Mamaysky

AI fatigue has taken hold of financial markets. The companies powering the AI revolution (Nvidia, Google, Microsoft) we

By Harry Mamaysky