Research & Insights

06 Feb COTW: Regime Change for Stocks & Bonds

Posted at 17:48h in All, COTW

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The chart below can be downloaded here. U.S. stock/bond correlations have recently spiked...

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04 Feb How to Delete This Post

Posted at 14:11h in Uncategorized

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Ready to delete this post and add your own? You can do...

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04 Feb How to Delete This Post

Posted at 14:11h in Uncategorized

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Ready to delete this post and add your own? You can do...

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30 Jan Investing in the Tails

Posted at 21:37h in All, Blog

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With U.S. stocks up about 6% in January, everyone is talking about...

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24 Jan 396 Days & Counting

Posted at 19:42h in All, Blog

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The last time we had a drawdown in the S&P 500 of...

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24 Jan COTW: 396 Days & Counting

Posted at 16:20h in All, COTW

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The chart below can be downloaded here. The number of trading days since...

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15 Jan COTW: The Most Expensive Stock Market in U.S. History?

Posted at 21:23h in All, COTW

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The chart below can be downloaded here. According to at least one measure,...

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09 Jan COTW: The Labor Market Has Finally Recovered

Posted at 00:46h in All, COTW

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The chart below can be downloaded here. Sluggish wage growth in the face...

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06 Jan Smooth Sailing into the New Year

Posted at 16:01h in All, Commentary

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SUMMARYDuring the quarter U.S. large cap growth and emerging markets continued to...

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03 Jan COTW: What U.S. Companies Are Saying & Doing About Tax Cuts

Posted at 00:40h in All, COTW

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The chart below can be downloaded here. With the exception of Boeing’s planned...

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