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, November 10

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:   Brad: Q3 earnings results ran ahead of estimates by a wide margin   Source: Strategas as of...

Bond Bounce: Sustainable?

Last week brought a substantial rally in bonds following a brutal three-month span of higher rates. There are a couple of reasons we can point to for the move lower in rates: The US Treasury cut back slightly on the amount of long-term bonds it’s planning to auction,...