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May 14, 2024

Looking for the Next Nvidia May Shrink Your Return

TThe Magnificent 7’s performance in 2023 may leave some investors wondering how to spot the…
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May 3, 2024

Quarterly Market Review – Q1 2024

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
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April 15, 2024

Encouraging Data from Value’s Past and Present

The 20-year relative return of US small cap value stocks versus the S&P 500 Index…
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April 2, 2024

Curve Your Enthusiasm with Fed Activity

Judging by the CME FedWatch Tool, market participants expect the Fed to start cutting rates…
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March 15, 2024

Cost of Capital: A Gut Check on High-Flying Stock Returns

Nearly every year, a handful of securities generate headlines for delivering eye-popping returns. A challenge…
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March 1, 2024

3 Common Investing Mistakes

Many people start out managing their own investments. But as their earnings and assets grow,…
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February 15, 2024

Uncertainty Is Underrated

“A wave of new scientific discoveries reveals that learning to lean into uncertainty in times…
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February 2, 2024

What 2023 Teaches Us About Expectations vs. Reality

Realized market returns are driven by the difference between investor expectations and the events that…
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February 2, 2024

Quarterly Market Review – Q4 2023

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond…
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