Marc Gerstein

Marc Gerstein, the director of research at Chaikin Analytics, is an unconventional "quant." He has long specialized in rules- and factor-based equity-investing strategies. And he authored two books on stock screening – Screening the Market and The Value Connection. Marc met company founder Marc Chaikin in 2010 and eventually assisted in developing our proprietary "Power Gauge" system. He eventually joined the Chaikin Analytics team in 2018. Marc's quant inclinations trace back to his early days as an attorney (mainly criminal and landlord-tenant proceedings). In that world, everything Marc did had to be supported by evidence or legal authority. He first applied this evidence-oriented approach at Value Line, an independent investment-research firm that he joined in 1980. There, he learned to relate human investment stories to that company's "Timeliness" ranking system. Before coming to Chaikin, Marc used screens to create and write The Reuters Value Review and The Reuters Growth Review in the mid-2000s, and The Forbes Low-Priced Stock Report from 2010 to 2015. During the mid-1980s, Marc managed the Value Line Aggressive Income Trust. That's a high-yield ("junk") bond open-end mutual fund. He steered the fund through the Drexel Burnham scandals and the related junk-bond storms. He came away from that experience with a non-academic but highly reality-based understanding of risk.

Today’s ‘Robots’ Haven’t Replaced 1980s Investors

The market rejoiced when the latest inflation update came out last week… As my colleague Karina Kovalcik noted yesterday, the Consumer Price Index (“CPI”) showed a 7.7% year-over-year gain in October. And stocks ripped higher in response. The CPI result was a bit lower than the projected 7.9% increase. And notably, it was also below …

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When ‘New Economy’ Becomes ‘Old Economy’

You’ve likely heard someone talk about the “new economy” before… Analysts first used this buzzword in the late 1990s to describe Internet companies. They believed these hyper-growth companies would be “disruptive” and change our way of life. This phrase symbolized a shift from the business of yesteryear… We wouldn’t rely on a manufacturing-based “old economy” …

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Follow Cathie Wood, the Futurist… Not the Investor

If all publicity is good publicity, Cathie Wood is riding high… Wood is the founder and CEO of ARK Investment Management and its future-themed exchange-traded funds (“ETFs”). She has always been polarizing. Her bold “calls” about the market often make headlines in media outlets like CNBC and the Wall Street Journal. But since February 2021, …

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