The Market in Pictures, June 16

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:   John Luke: Most of the yield curve has separated itself from the Fed Funds rate, with seemingly no rush...

The Market in Pictures, June 9

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: As everyone knows, a tiny group of megacap tech carried stocks on their back into early June  ...

The Market in Pictures, June 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:   Dave: Technically an up month for stocks, but only if you’re concentrated in megacap tech    ...

The Market in Pictures, May 5

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:   John Luke: Demand for labor continues to surpass economist expectations   Data as of 05.05.2023  ...
Decision Inputs

Decision Inputs

Decisions are easier to make if conviction of outcome is high, and/or the tradeoff profile is attractive enough. Even if (you think) you know the outcome of an event, if the tradeoff profile is poor then what? Let’s use a real-time example: Given that it’s the NCAA...