Prioritize relative earnings for asset allocation, Michael Kantro states

Traders Union
All News
Market Voices
Asset allocation favors relative earnings

Top Stories

Editors' Picks

Stocks

Crypto

Financial News

Currencies

Commodities

Market Voices

Companies

Regulators

Central Banks

21.04.2026

Prioritize relative earnings for asset allocation, Michael Kantro states — Asset allocation favors relative earnings

Michael Kantro advises that asset allocation decisions should emphasize relative earnings rather than relative valuation.

This approach suggests focusing on companies' earnings potential when making investment decisions, according to Kantro.

Loading...

The tweet was deleted by the author.

But we saved everything 🙂.

Kantro has previously linked U.S. unemployment rates to shifts in the 10-2 yield curve, noting the impact on short-term bond trends in a recent analysis. He has also highlighted the influence of oil and interest rates on stock market direction, suggesting they provide more guidance than classic timing measures in a separate report. These comments reflect a consistent focus on fundamental drivers in his market views.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Did you like the article?

Editor's Picks for You

From stablecoins to the metaverse: Meta's biggest bets that failed

By Pavlo Kot
Yesterday

From stablecoins to the metaverse: Meta's biggest bets that failed

Editors' Picks

Gold and silver: Why to buy in July

By Johnathan Maverick
26.06.2026

Gold and silver: Why to buy in July

Editors' Picks

AI push hits Apple: MacBook and iPad prices rise as shares fall

By Anastasiia Chabaniuk
26.06.2026

AI push hits Apple: MacBook and iPad prices rise as shares fall

Editors' Picks

All Editors' Top Picks

Latest Michael Kantro News

AI narrative evolves with falling yields, Michael Kantro examines

By Ashutosh Sureka
8 hours ago

AI narrative evolves with falling yields, Michael Kantro examines

Market Voices

#Michael Kantro

Michael Kantro: 10-year yields expected to decline further as market and Fed diverge

By Anastasiia Chabaniuk
26.06.2026

Michael Kantro: 10-year yields expected to decline further as market and Fed diverge

Market Voices

#Michael Kantro

S&P 500 could be higher without oil spike and lower P/Es, Michael Kantro notes

By Parshwa Turakhiya
16.06.2026

S&P 500 could be higher without oil spike and lower P/Es, Michael Kantro notes

Market Voices

#Michael Kantro

All Michael Kantro News

Pavlo Kot
Yesterday

From stablecoins to the metaverse: Meta's biggest bets that failed

Johnathan Maverick
26.06.2026

Gold and silver: Why to buy in July

Anastasiia Chabaniuk
26.06.2026

AI push hits Apple: MacBook and iPad prices rise as shares fall

Pavlo Kot
25.06.2026

Where World Cup 2026 stars invest: Football clubs, technology and crypto

Eugene Komchuk
24.06.2026

CBDC ban: Why the U.S. does not need a digital dollar

Andrey Mastykin
26 min ago

Robert Kiyosaki: Gold still facing declines but long-term outlook bullish

Mikhail Vnuchkov
3 hours ago

U.S. oil climbs past $70 on renewed U.S.-Iran clashes, Anas Alhajji notes

Hlib Chabaniuk
3 hours ago

Conor Sen: Hyperscaler stock moves linked to market views on memory spending

Ashutosh Sureka
3 hours ago

Gary Black: Tesla, Waymo and Uber push for unsupervised autonomy in robotaxi sector

Igor Krasulya
3 hours ago

AI investment expectations face new challenges, Spiros Margaris notes

Weekly Top Bonuses

Capitalcore

up to $2,500
deposit bonus for all clients

Your capital is at risk.

Top News

Pavlo Kot
Yesterday

From stablecoins to the metaverse: Meta's biggest bets that failed

From stablecoins to the metaverse: Meta's biggest bets that failed

Ivan Andriyenko
26.06.2026

Fed chair Kevin Warsh adds senior staffers to guide policy overhaul

Fed chair Kevin Warsh adds senior staffers to guide policy overhaul

Hanna Syniavska
26.06.2026

Nasdaq futures slide as investors question AI stock valuations

Nasdaq futures slide as investors question AI stock valuations

Jose Antonio Gastelum
26.06.2026

Musk pushes X toward financial super app with payments and investment tools

Musk pushes X toward financial super app with payments and investment tools

Eugene Komchuk
26.06.2026

Traders Union research: Copy trading does not guarantee passive income

Traders Union research: Copy trading does not guarantee passive income

Top 5 companies for you

United States

Live News

Mykhailo Ihnatenko
Now

Can Volkswagen recover after its biggest overhaul?

Anton Kharitonov
Now

Google holds key support while AI investment doubts limit recovery

Mykhailo Ihnatenko
Now

AMD's rally slows as profit-taking risks grow

Anton Kharitonov
Now

Microsoft attempts rebound from support as investors question AI payoff

Mykhailo Ihnatenko
Now

Nvidia faces sell-the-news risks after Micron earnings

© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186

Risk disclosure:

Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.
Disclaimer:

Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.
Disclosure of advertisers and revenues:

All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.