Are You Really Diversified?

In today’s market, it’s hard to ignore how much power the largest companies hold within the S&P 500. These massive companies have grown to represent the highest concentration of weight in the index we’ve ever seen, and they’re valued at a...

The Market in Pictures, January 13

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: Have we entered a new regime of how stocks and bonds interact?   Source: Strategas as of...

A Busy Stretch for Bond Market Participants

Fed Update Chairman Powell was before Congress this week and admitted several things: 1) rate hikes will not likely bring down cost of gas; 2) rate hikes will not likely bring down the cost of food (wheat, etc); and 3) a soft landing is unlikely, and growth is coming...