Research & Insights

06 Nov COTW: Stock Market Seasonality: As Helpful as Weather Forecasts

Posted at 02:41h in All, COTW

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The chart below can be downloaded here.  Seasonality is commonly referred to as...

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30 Oct COTW: Central Banks No Longer Supporting Markets

Posted at 03:04h in All, COTW

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The chart below can be downloaded here.  We have long contended that asset...

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23 Oct COTW: Worst Year for U.S. Core 60/40 in a Decade

Posted at 18:20h in All, COTW

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The chart below can be downloaded here.  With U.S. core bond benchmark yields...

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15 Oct COTW: Impact of Higher Real Rates on Stock/Bond Correlations & Risk

Posted at 08:04h in All, COTW

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The chart below can be downloaded here.  While it is not a perfect...

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08 Oct COTW: Earnings Growth Will Decelerate in 2019

Posted at 13:42h in All, COTW

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The chart below can be downloaded here.  This week’s chart highlights two important...

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02 Oct COTW: Blood on the Streets in the Gold Market

Posted at 04:35h in All, COTW

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The chart below can be downloaded here.  According to the CFTC’s weekly Commitment...

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01 Oct September 2018 Cartoon: The Sugar High Express

Posted at 05:11h in All, Cartoons

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September 2018 Cartoon: The Sugar High Express...

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24 Sep COTW: Updated GICS Sectors

Posted at 13:54h in All, COTW

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The quilt below can be downloaded here.  The Global Industry Classification Standard (GICS)...

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18 Sep COTW: Equity "Hedge" Funds Go All-In

Posted at 01:45h in All, COTW

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The chart below can be downloaded here.  Beta is a measure of the...

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27 Aug COTW: Emerging Markets, Developed Risks

Posted at 19:27h in All, COTW

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The chart below can be downloaded here.  After a decade of outperformance relative...

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