Research & Insights

23 Dec COTW: Entire Energy Sector is Now Worth Less than Apple

Posted at 15:31h in All, COTW

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Poor returns and rock-bottom sentiment in the energy sector was summed up...

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16 Dec COTW: Record High in Household Assets

Posted at 21:01h in All, COTW

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As of the third quarter, aggregate U.S. household assets (excluding nonprofit organizations)...

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

Posted at 21:19h in All, COTW

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

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26 Nov COTW: The Life of a Thanksgiving Turkey: A Lesson in Investment Risk

Posted at 13:07h in All, COTW

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

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29 Oct COTW: Rising Deficit at Odds with Strong Labor Market

Posted at 20:05h in All, COTW

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

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16 Oct COTW: QE or "Not QE"?

Posted at 15:53h in All, COTW

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

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01 Oct COTW: Gold and REITs and Bonds, Oh My!

Posted at 20:12h in All, COTW

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

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01 Oct September 2019 Cartoon: The Gloves Are Off

Posted at 19:50h in All, Cartoons

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September 2019 Cartoon: The Gloves Are Off...

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23 Sep COTW: Will Shadow Easing Drive Treasury Yields Higher?

Posted at 16:29h in All, COTW

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

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18 Sep COTW: Headed for a Global Earnings Recession?

Posted at 18:24h in All, COTW

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

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