The Market in Pictures, September 1

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: In the past few decades, the highest-growing half of S&P 500 industries have steadily...

The Market in Pictures, August 25

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 unusual for stocks to rally when real yields are screaming higher   Data as of...

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...