May 3, 2024
3 Common Investing Mistakes
Many people start out managing their own investments. But as their earnings and assets grow,…
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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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January 12, 2024
Market Review 2023: Rising Stocks Left Predictions Grounded
KEY TAKEAWAYS After posting double-digit losses in 2022, stocks soared and bonds rebounded last year.…
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