19 Dec COTW: Muni Issuance Ramps Into Year-End, Then Drops
The chart below can be downloaded here. Provisions in the proposed tax bill...
Research & Insights
11 Dec COTW: Crypto FOMO
The chart below can be downloaded here. Bitcoin’s meteoric rise this year has...
05 Dec COTW: Investor Sentiment Hits a New Cycle High
The chart below can be downloaded here. A SpringTide composite of several well-known...
28 Nov COTW: Private Credit: What We Are Watching
The chart below can be downloaded here. During the prior economic expansion, the...
20 Nov COTW: Buying Energy When it is Underrepresented
The chart below can be downloaded here. Over the last 30 years the...
13 Nov COTW: Yield Curve Signal Turns Yellow
The chart below can be downloaded here. We know of no better economic...
06 Nov COTW: Contrarian Opportunities in MLPs
The chart below can be downloaded here. Let’s go back to October 2014:...
30 Oct COTW: Portfolio Hedging is Cheap Relative to History
The chart below can be downloaded here. Over the last 27 years, the...
23 Oct COTW: Disconnect Between PE Multiples & Return Expectations
The chart below can be downloaded here. Private equity valuations have recently jumped...
16 Oct COTW: October Calmest Month For Stocks in Recent History
The chart below can be downloaded here. Based on the VIX (a measure...