In basketball, the “triple threat” position is a stance where the player can either pass, shoot, or dribble. It’s a... read more →
The Santa Claus rally is a well-documented seasonal anomaly that sees the stock market produce abnormally high returns around the... read more →
As we approach the turn of the calendar, we take a look back at how S&P 500 earnings fared this... read more →
Investment professionals usually talk about the VIX index as a ‘fear gauge’. That is due to the fact that volatility... read more →
Not a newsflash, but November 2023 was a monster month in terms of returns for most major asset classes. SP500... read more →
As we think about investment themes for next year and beyond, one thing that stands out is that there are... read more →
Over the next couple of weeks, our Investment Team will be rolling out and sharing our thoughts on more longer-term... read more →
Our internal recession model has been flashing red for a while, and although lots of progress has been made vs.... read more →
A lot of ink is being spilled writing about the Magnificent 7, the seven largest stocks by market capitalization in... read more →
The latest CPI inflation report was just released this morning, and so far it’s put markets in a very good... read more →