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A Smoother Road?

Mike Dickson, Ph.D. September 11, 2024

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific

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Special Report: Election 2024

Zachary Hill, CFA® September 10, 2024

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be

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A Smoother Road?

Mike Dickson, Ph.D.

Successful investing doesn’t have to be a thrill ride. Anyone who has driven California’s Pacific Coast Highway or North Carolina and Tennessee’s Tail of the

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Special Report: Election 2024

Zachary Hill, CFA®

Election Season: A Time for Ballots, Not Drastic Portfolio Changes When major elections are near, investors may be concerned about how their portfolios will be

Read More

A Fall Harvest?

Mike Dickson, Ph.D.

Here’s how stocks may perform for the rest of 2024 As the fall harvest season begins, it’s a time of reaping the rewards of hard

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Ready To Cut

Mike Dickson, Ph.D.

Fed Chair Powell tees up the long-awaited rate cut Fed Chair Powell said just about everything investors wanted to hear during his Jackson Hole, Wyoming

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Weekly Market Recap | 08/26/24

Zachary Hill, CFA®

What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort

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Stocks Come Roaring Back

Mike Dickson, Ph.D.

Best week of 2024 for the S&P 500 After a brief summer slump and a short-lived overreaction, stocks enjoyed their best week since November, up

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Weekly Market Recap | 08/12/24

Zachary Hill, CFA®

What happened last week Price Action: U.S. and global stocks ended the week practically unchanged despite Monday’s historic volatility. Carry & Dispersion Trades: Unwinds in

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Don’t Panic!

Mike Dickson, Ph.D.

The S&P 500 fell 3% on Monday—its biggest one-day decline in nearly two years—amid growing fears that July’s slowdown in hiring could spark a recession.

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Investors Get Spooked

Mike Dickson, Ph.D.

Market volatility spikes—but how much should you worry about it? The first full week of August started with a bang: The S&P 500 dropped 3%

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Weekly Market Recap | 08/05/24

Zachary Hill, CFA®

What happened last week Price action: Summer liquidity, poor economic data, a less dovish than desired Fed, and positioning all contributed to a broad-based decline

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The Comeback Kids

Mike Dickson, Ph.D.

A growing number of stocks are having their moment in the sun Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in

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Weekly Market Recap | 07/29/24

Zachary Hill, CFA®

What happened last week Price Action: Small-caps continued to outperform year-to-date leaders, like the tech-heavy NASDAQ 100. U.S. Data: U.S. GDP came in stronger than

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The Case Against Pessimism

Zachary Hill, CFA®

Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:

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Weekly Market Recap | 07/22/24

Zachary Hill, CFA®

What happened last week Equity Market Reversion: Small-caps outperformed mega-cap technology by a little less than 6% as year-to-date laggards continued their string of outperformance.

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Weekly Market Recap | 07/15/24

Zachary Hill, CFA®

What happened last week Softening Economic Data: Cooler than expected inflation data weighed on interest rates; September rate cut now the base case. Equity Markets

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Q2 2024 – Strategies in Review​

Zachary Hill, CFA®

  Gain Strategies Global stocks continued their upward march in the second quarter, powered higher by continued economic resilience and investor enthusiasm around the AI-theme.

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Weekly Market Recap | 07/08/24

Zachary Hill, CFA®

What happened last week Price Action: MAG-7 leads U.S. equity indices to fresh all-time highs as small-caps and large-cap value decline. Softening Economic Data: Unemployment

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Weekly Market Recap | 07/01/24

Zachary Hill, CFA®

What happened last week Reversion Price Action: Year-to-date equity trends continued their reversal last week; small caps and internationals led U.S. mega-cap technology. U.S. Debate:

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July is Hot!

Mike Dickson, Ph.D.

Is the seventh month of the year a stock investor’s best friend? While scorching temperatures continue to sweep across much of the country, equity investors

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Weekly Market Recap | 6/24/24

Zachary Hill, CFA®

What happened last week AI vs. the Rest: Year-to-date equity trends reversed last week as small-caps led mega-cap tech; quarter/month-end and specific product rebalancing flows

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The Best – Or the Rest?

Mike Dickson, Ph.D.

Are there potential opportunities beyond the handful of big stock market winners? The equity market has spent the better part of 2024 notching a series

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Weekly Market Recap | 6/17/24

Zachary Hill, CFA®

What happened last week All-Time Equity Highs: Another week of new highs for U.S. large-caps as Broadcom, Oracle, and Adobe earnings show AI-driven upside fundamental

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A Sunny Summer for Stocks?

Zachary Hill, CFA®

Falling bond market volatility could support equity prices. Investors looking for signs of what stocks may do next often turn to the bond market for

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Weekly Market Recap | 6/10/24

Zachary Hill, CFA®

What happened last week AI Theme: NVIDIA (NVDA) rally to $3T in market capitalization vaults U.S. large caps to fresh all-time highs. Strong Payrolls Data:

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