Succinct Summation of Week’s Events 9.21.18
Succinct Summations for the week ending September 21st, 2018 Positives: 1. Despite myriad possibilities, POTUS did not start a...
Succinct Summation of Week’s Events 9.14.18
Succinct Summations for the week ending September 14th, 2018 Positives: 1. Mid-Cap and Growth stocks made new new all time highs this...
Succinct Summation of Week’s Events 9/7/18
Succinct Summations for the week ending September 7th, 2018 Positives: 1. Nonfarm payroll employment increased by 201,000 in August, and...
Where Will The Next Crisis Come From?
Jeffrey Kleintop, the Chief Global Investment Strategist at Schwab, created this wonderful chart (below) showing the various sources of...
The First Totally Honest Stock Market Story
This is delightful: I first saw it via Jason Zweig, and has been circulating via Twitter and email since. Source: Jason Zweig
The Great S&P Sector Reshuffle
Via Barron’s: “Sector investing won’t be the same, either, after the unprecedented overhaul by S&P and MSCI of their...
Succinct Summation of Week’s Events 8.31.18
Succinct Summations for the week ending August 31st, 2018 Positives: 1. Q2 GDP was revised to a 4.2% annualized rate, 2 tenths higher...
Impeachment? Markets Don’t Care…
Don’t Bet on a Market Crash If Trump Gets Ousted Based on the past, major political events don’t have much effect. Bloomberg, August...
What Does the Longest Bull Market Mean? A Debate
What Does the Longest Bull Market Mean?: Kaissar vs. Ritholtz The run for stocks is now in the record books. So what? Bloomberg, August...
Markets Don’t Care About News
Ben Carlson, Director of Institutional Asset Management at RWM, wrote a wonderfully thoughtful analysis about one of our favorite...