The Market in Pictures, November 10

by | Nov 10, 2023 | Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Brad: Q3 earnings results ran ahead of estimates by a wide margin   Source: Strategas as of...

Bond Bounce: Sustainable?

by | Nov 9, 2023 | Blog, Bonds

Last week brought a substantial rally in bonds following a brutal three-month span of higher rates. There are a couple of reasons we can point to for the move lower in rates: The US Treasury cut back slightly on the amount of long-term bonds it’s planning to auction,...
Keeping Client Eyes On the Future

Keeping Client Eyes On the Future

by | Nov 7, 2023 | Market Updates

In our recent piece Enhancing Your (Portfolio) Engine, we walked through our logic: Own more stocks, in a risk-neutral way Embrace beta to capture the ups Use volatility to mitigate the downs We think the math behind that combo is a great recipe for successful client...

The Market in Pictures, November 3

by | Nov 3, 2023 | Charts

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and the way they fit the unfolding puzzle of evidence:   Dave: With earnings mostly flat, changing valuations and seasonality have driven a good bit of this...