The Market in Pictures, January 20

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: It’s great to see actual yield available for the first time since before the financial crisis...

Rearview to Windshield, December 2022

November 2022 Market Recap: The S&P 500 bounce in November (+5.4%) occurred as the US yield curve inverted further as the 10 year treasury yields rallied. This is the second straight month of strong gains, as October returned +8.1%. It feels as if the market is...

The Market in Pictures, December 2

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:   JL: This year stands alone in modern history, for its combination of stock / bond weakness   Data as...

Interest Is The Barometer of Trust

I’ve been reading Edward Chancellors book The Price of Time over the last couple weeks. It’s a bit dense but found it thoroughly interesting and informative. Basically the entire book walks through the importance of interest and the role it has played in forming our...