In basketball, the “triple threat” position is a stance where the player can either pass, shoot, or dribble. It’s a very athletic stance that creates options. It’s the absolute cornerstone... read more →
The Santa Claus rally is a well-documented seasonal anomaly that sees the stock market produce abnormally high returns around the Christmas holiday. The term was coined in 1972 by Yale... read more →
As we approach the turn of the calendar, we take a look back at how S&P 500 earnings fared this year, and a look ahead at what is in store... read more →
Investment professionals usually talk about the VIX index as a ‘fear gauge’. That is due to the fact that volatility picks up during bear markets, and that is what the... read more →
Not a newsflash, but November 2023 was a monster month in terms of returns for most major asset classes. SP500 +9.13% for November, Barclays Aggregate Bond Index +4.55%. Massive, outsized... read more →
As we think about investment themes for next year and beyond, one thing that stands out is that there are attractive opportunities in fixed income again for the first time... read more →
Over the next couple of weeks, our Investment Team will be rolling out and sharing our thoughts on more longer-term market themes. Quarterly earnings data, monthly non-farm payroll numbers, and... read more →
Our internal recession model has been flashing red for a while, and although lots of progress has been made vs. inflation the US economy has held up very, very while. ... read more →
A lot of ink is being spilled writing about the Magnificent 7, the seven largest stocks by market capitalization in the S&P 500 index. That is not surprising given the... read more →
The latest CPI inflation report was just released this morning, and so far it’s put markets in a very good mood. The details were certainly encouraging with headline inflation flat... read more →
