The Market in Pictures, December 2

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: This year stands alone in modern history, for its combination of stock / bond weakness   Data as...

The Market in Pictures, October 7

Our team looks at a lot of research throughout each day. A few charts that caught our eye this week, and how they help fill the puzzle of evidence:   JD: We’re going through an investment environment that requires a multi-decade look back to find comps  ...
Everything is a DCF

Everything is a DCF

We are three quarters through 2022 and it’s been a tough year. We’ve weathered this market turmoil, but I’m fully aware being down ‘less’ is not something most investors view as a win.  Let’s recap what’s happened, while keeping our focus forward. The windshield...