06 Nov COTW: Stock Market Seasonality: As Helpful as Weather Forecasts
The chart below can be downloaded here. Seasonality is commonly referred to as...
Research & Insights
30 Oct COTW: Central Banks No Longer Supporting Markets
The chart below can be downloaded here. We have long contended that asset...
23 Oct COTW: Worst Year for U.S. Core 60/40 in a Decade
The chart below can be downloaded here. With U.S. core bond benchmark yields...
15 Oct COTW: Impact of Higher Real Rates on Stock/Bond Correlations & Risk
The chart below can be downloaded here. While it is not a perfect...
08 Oct COTW: Earnings Growth Will Decelerate in 2019
The chart below can be downloaded here. This week’s chart highlights two important...
06 Oct Q3, 2018 Asset Class Return Quilts
The complete quilt deck can be downloaded here. HIGHLIGHTSU.S. large and small caps...
02 Oct COTW: Blood on the Streets in the Gold Market
The chart below can be downloaded here. According to the CFTC’s weekly Commitment...
01 Oct September 2018 Cartoon: The Sugar High Express
September 2018 Cartoon: The Sugar High Express...
24 Sep COTW: Updated GICS Sectors
The quilt below can be downloaded here. The Global Industry Classification Standard (GICS)...
18 Sep COTW: Equity "Hedge" Funds Go All-In
The chart below can be downloaded here. Beta is a measure of the...