23 Dec COTW: Entire Energy Sector is Now Worth Less than Apple
Poor returns and rock-bottom sentiment in the energy sector was summed up...
Research & Insights
16 Dec COTW: Record High in Household Assets
As of the third quarter, aggregate U.S. household assets (excluding nonprofit organizations)...
03 Dec COTW: Not Repeating, But Rhyming: 2019 vs. 2013
Market pundits are drawing parallels between the performance of the S&P 500...
26 Nov COTW: The Life of a Thanksgiving Turkey: A Lesson in Investment Risk
As the year winds down, we find ourselves reflecting on the unusually...
29 Oct COTW: Rising Deficit at Odds with Strong Labor Market
Last Friday, the U.S. Treasury announced the budget deficit for the fiscal...
16 Oct COTW: QE or "Not QE"?
After announcing the U.S. Federal Reserve would again start buying up large...
01 Oct COTW: Gold and REITs and Bonds, Oh My!
If we ignore as much noise as possible, zoom out and focus...
01 Oct September 2019 Cartoon: The Gloves Are Off
September 2019 Cartoon: The Gloves Are Off...
23 Sep COTW: Will Shadow Easing Drive Treasury Yields Higher?
The idea for this chart came from work done by Nordea earlier...
18 Sep COTW: Headed for a Global Earnings Recession?
Are we headed for a global earnings recession? Overlaying the year-over-year percentage...