The Market in Pictures, February 28

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity, from earnings to sentiment to the economy and comparisons of foreign markets to ours. Enjoy!   Brad: The correlation between individual...

Giving Thanks

Thanksgiving is my wife’s favorite holiday, and because of that, we make the long trek to Cincinnati, Ohio every November. There are a number of traditions, but they all surround the main attraction – her Grandmother’s house, aka “106”. Her grandparents have been gone...

The Market in Pictures, September 6

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: Brian: Despite a rough start to the decade, US growth has actually exceeded pre-COVID projections    ...
Enhancing Your Engine (Portfolio Version)

Enhancing Your Engine (Portfolio Version)

We will build on this note in weeks to come. As you’ve probably heard us say, we think it makes sense to equip portfolios with a stronger engine (stocks), using better brakes (hedges) to stay risk-neutral vs. traditional benchmarks. If you’ve heard us speak...