26 Aug COTW: Closing the barn door on Emerging Market stocks
"The world's largest wealth manager just turned bearish on stocks" was the...
Research & Insights
08 Aug COTW: Near cycle low in U.S. balanced portfolio expected returns
While predicting the future is impossible, starting conditions—valuations, margins and dividend yields...
30 Jul COTW: An Unprecedented Rate Cut
If the U.S. Federal Open Market Committee (FOMC) cuts its key policy...
08 Jul COTW: Investors Paying a Record Premium for Growth over Value Stocks
Growth stocks are currently trading at more than twice the price per...
01 Jul June 2019 Cartoon: Promising The Moon
June 2019 Cartoon: Promising The Moon...
24 Jun COTW: Gold Has a Higher Yield than $13 Trillion in Global Debt
For the last ten years, investors have been coerced to take risk...
17 Jun COTW: U.S. Stock Returns After the Fed Cuts Rates
The Fed meets this week and is expected to at least telegraph...
04 Jun COTW: Buy When There's Blood in the Streets?
On October 1st, 2018 there was a record of over 80,000 gold...
22 May COTW: Convergence of Active & Passive U.S. Equity Funds
Morningstar recently published their April Fund Flows report. Per the report: "at...
13 May COTW: Share of GDP Exposed to U.S.-China Trade
Hopes for a trade deal are again fading on the heels of...