A Process to Match the Game

A Process to Match the Game

Stroke Play or Match Play   For any non-golfers out there, match play is hole-by-hole scoring. Meaning, you play to win each hole individually. Your score from the prior hole is irrelevant to the next. In stroke play, it’s the cumulative total. Each hole...

The Market in Pictures, March 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:   Beckham: The high-beta rally to start the year was really weird   Source: Piper as of 03.06.23...

Rearview to Windshield, January 2023

December 2022 Market Recap: There was no “Santa Claus” rally in December – more of a “Santa Snooze” – as the market traded effectively sideways the last 2 weeks to finish the year at ~3840 on the S&P 500, near the midpoint of the ~3500-4200 range we have...

Is Value Trading at a Value?

The recent market volatility has been keeping us busy, or maybe the fact that I’m still celebrating a Cincinnati Bengals playoff victory against the first-seeded Tennessee Titans last week – WHY NOT US? Speaking of Value, at the beginning of the year, the...