Day Hagan Research

Day Hagan’s Research is a resource for U.S. and global financial market research and portfolio insights to help fuel client relationships and grow your practice. Read market commentary and research to help you deliver on your clients’ financial goals.

Smart Value, Strategy Update Lee Towle Smart Value, Strategy Update Lee Towle

Day Hagan Smart Value Strategy Update June 2025

The Portfolio continues to invest in companies producing excess returns through positive economic profitability, supported by solid balance sheets (quality), significant cash generation (profitability), and trading with considerable margins of safety (valuation). We believe these factors will continue to provide rational opportunities for the foreseeable future.

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Day Hagan Technical Analysis with Art Huprich, CMT, Recorded May 20, 2025

Join Art Huprich, CMT, for the May 2025 Day Hagan Technical Analysis Webinar Replay. Explore S&P 500 trends, breadth thrusts, market sentiment, and global equity insights. Learn smart sector strategies and risk management to navigate volatility and macro risks. Ideal for financial advisors seeking disciplined, data-driven investing approaches.

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Smart Value, Strategy Update Lee Towle Smart Value, Strategy Update Lee Towle

Day Hagan Smart Value Strategy Update May 2025

The DH Smart Value Portfolio continues to invest in companies producing excess returns through positive economic profitability, supported by solid balance sheets (quality), significant cash generation (profitability), and trading with considerable margins of safety (valuation). We believe these factors will continue to provide rational opportunities for the foreseeable future.

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Day Hagan Smart Sector® International Strategy Update May 2025

Given the massive swings in the market last month, it may surprise you to learn that the S&P 500 was down only -0.68% for the month. Perhaps more surprising is that the Nasdaq Composite was up 0.85%. Internationally, Japan, Germany, and Canada were also up (0.37%, 2.17%, and 0.15%, respectively). Fixed income also increased, with the Barclays Capital Aggregate Bonds Total Return up 0.42%.

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