Source: Episode Interesting look showing how various shocks impacted volatility trading over the past 27 or so years....
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Succinct Summations for the week ending April 27th, 2018 Positives: 1. First quarter GDP rose 2.3%. 2. Durable goods orders rose 2.6%,...
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Sources: LPL, Bloomberg We have discussed this many times before, but once more: equities tend to move higher with...
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Succinct Summations for the week ending April 20th, 2018 Positives: 1. Markets finished in the green for the week, despite a rocky few...
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For some reason, the small cap premium keeps coming up. It is one of the original Fame-French Factors and continues to persist, even...
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Succinct Summations for the week ending April 13th, 2018 Positives: 1. Stocks had their best week in a month, gaining 2% 2. Same store...
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This week, I am in Chicago visiting our new offices here, seeing clients and meeting new people. I will be re-running several of our...
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Succinct Summations for the week ending April 6th, 2018 Positives: 1. All things considered, it could have been much worse. 2. Same store...
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Succinct Summations for the week ending March 30th, 2018 Positives: 1. Wages and salaries gained 0.5%; Personal income rose 0.4% m/o/m,...
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Despite all-time highs in stock and home prices, household net worth is down — except for the Top 10% Source: Deutsche Bank...
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