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, November 11

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: stock prices have generally tracked earnings revisions this year, with a clear bias towards...