What’s Old is New
We are witnessing a monetary regime change. I’m not sure investors fully appreciate what that means. I know we talk about a lot of stuff, but I’m focused on this single...
The Market in Pictures, October 3
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from buzzy stocks to profit margins, to...
Rearview to Windshield, October 2025
Market Recap September 2025 – Life Certainly Looks Like Easy Street in the Equity Markets: It’s always easier when the markets are going up. Equities have continued to press...
The Market in Pictures, September 26
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from buzzy stocks to profit margins, to...
The State of Bonds Entering Q4
Tug of War: Goods vs Services Inflation Goods inflation is rising because of tariffs, while the rise in services prices stabilizes. Source: Apollo. As of...
The Market in Pictures, September 19
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from FOMC outlooks to inflation and rates,...
September 2025 FOMC: A Risk Management Cut
The Federal Reserve cut interest rates as expected by a quarter point, to a stated range of 4.0-4.25%. This marks 125 bps in reductions since initiating the cutting cycle...
Turning $1.85 in Taxes Into a Nickel (for the Same Distribution)
Some investors still view dividends and coupons as more “real” than selling shares for cash. That made sense decades ago, when trading costs were high. Today, transaction...
The Market in Pictures, September 12
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from inflation to rates, the economy and...
Around the Bond Market, September 2025
CPI came in a touch hotter than expected in August, with the headline rising 0.382%, rounding to 0.4%, and the core rising 0.346%, rounding down to 0.3%. The consensus was...
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