Research & Insights

03 Dec COTW: Not Repeating, But Rhyming: 2019 vs. 2013

Posted at 21:19h in All, COTW

Market pundits are drawing parallels between the performance of the S&P 500...

Posted at 13:07h in All, COTW

As the year winds down, we find ourselves reflecting on the unusually...

Posted at 20:05h in All, COTW

Last Friday, the U.S. Treasury announced the budget deficit for the fiscal...

Posted at 15:53h in All, COTW

After announcing the U.S. Federal Reserve would again start buying up large...

Posted at 20:12h in All, COTW

If we ignore as much noise as possible, zoom out and focus...

Posted at 19:50h in All, Cartoons

September 2019 Cartoon: The Gloves Are Off...

Posted at 16:29h in All, COTW

The idea for this chart came from work done by Nordea earlier...

Posted at 18:24h in All, COTW

Are we headed for a global earnings recession? Overlaying the year-over-year percentage...

Posted at 16:48h in All, COTW

"The world's largest wealth manager just turned bearish on stocks" was the...

Posted at 02:53h in All, COTW

While predicting the future is impossible, starting conditions—valuations, margins and dividend yields...