Rearview to Windshield, December 2024

Market Recap – November 2024: The market boasted its best month of the year, as market bulls believe that President-elect Donald Trump is the nominal GDP growth candidate. In a way, the market took the exact playbook from Trump 1.0 in November 2016 and transcribed it...

The Market in Pictures, November 15

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: Stocks had a nice run of daily inflows coming into and out of the election   Source: Goldman Sachs as...

The Market in Pictures, November 8

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: We’re in the strongest time of the year, and stocks aren’t letting anyone down   Data as of October...

The Market in Pictures, November 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: Arch: Are mega-cap valuations a caution signal? Historically, when the largest stocks are this highly valued, it...