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...
Portfolio Reminder: Election 2024

Portfolio Reminder: Election 2024

It’s the weekend before the election and I want this month’s note to serve as a quick reminder of What Matters. The linked post is from July of this year and we wouldn’t change a word. If you need more election specific commentary, Dave wrote an incredible Election...

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...