Rearview to Windshield, December 2023

November ’23 Market Recap: After a 20% drawdown in many stocks between July and October, equities staged an impressive rebound in November thanks to the sharp reversal in interest rates. A good portion of this reversal was due to the pricing of a much more...

The Market in Pictures, November 24

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: Advisors know this has been a challenging year for the typical stock relative to the S&P 500...

The Market in Pictures, July 28

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: VIX has fallen into lower levels indicating complacency, but that hasn’t historically led to...

The Market in Pictures, December 30

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: No shortage of big market stories this year, but among the most widely felt may be the...