Chinese Stocks: The Disconnect with Economic Growth
In the world of finance, it's often assumed that a thriving economy translates to robust stock market returns. However, when we scrutinize the Chinese stock market, a stark...
Considerations in Tight Credit Environments
In a previous post, we outlined how shorter-duration bonds may now present an intriguing opportunity, as they now offer a yield surpassing forecasted inflation, a welcome...
The Market in Pictures, January 19
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: John Luke:...
Aptus Musings: Earnings Ahead
S&P 500 Earnings Preview – Q4 2023 It's common knowledge that if the market endures two (2) consecutive quarters of negative GDP growth, it is considered a recession...
Inflation Volatility Unlikely to Disappear
Market is Pricing in Six Rates Cuts in 2024 Currently, Fed Funds traders are pricing in six cuts (shown below in orange) by the end of 2024. Keep in mind that the Fed...
Buy Low, Sell High?
Markets at Highs: A Pathway, Not Obstacle, to Strong Market Returns The recent resurgence of global stocks, with many (especially those within the United States) edging...
The Market in Pictures, January 12
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: Beckham:...
December CPI: Shelter Prices Still the Driver
The U.S. Headline CPI for December rose +0.3% m/m (3.4% y/y) and the core CPI (ex: food & energy) was +0.3% m/m (3.9% y/y). Source: BLS/Stifel as of 01.11.2024 ...
Snowballing Returns: The Hidden Magic of ETFs
Unleashing the Power of ETF Tax-Efficiency for Higher Compounded Returns Exploring how reinvested earnings, return, and tax deferral provide the rocket fuel for compounded...
The Market in Pictures, January 6
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: Joseph: In...
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