July 10, 2024
Midyear Review: Stocks Maintain Momentum at Year’s Halfway Point
KEY TAKEAWAYS US stocks extended a bull market, with the S&P 500 reaching a series…
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June 25, 2024
AI Tide May Lift All Boats
With the benefit of hindsight, it’s hard to imagine a company not benefiting from the…
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June 11, 2024
What Goes Up Might Not Come Down
US stock market indices hit all-time highs in recent weeks, leading some investors to wonder…
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May 27, 2024
Gold Hasn’t Been Effective at Tracking Inflation
Gold is sometimes touted as a tool for protecting wealth from rising prices. But history…
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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
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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