Bond mutual funds and ETFs saw their third biggest monthly outflow on record in May despite government bond funds seeing their second largest monthly inflow on record.... Read More
Target date retirement funds have grown from less than $10 billion to almost $4 trillion in little over a decade. Their actions are having an effect on markets. ... Read More
In the latest installment of Talking Data, Jim discusses valuations and financials.... Read More
Traders continue to worry about quantitative tightening draining liquidity from financial markets. The bigger and more immediate concern might be the drain on reserves from the Fed's ever-growing reverse repo facility.... Read More
We believe the horrific performance of financials, fintech, and cryptos indicates the current financial system is not meeting the needs of a 21st-century digital economy. It is ripe for disruption.... Read More
Join us Thursday June 23, 2022 for our next conference call. ... Read More
A replay of our June 23, 2022 conference call. ... Read More
A long-term look at real S&P 500 earnings yield... Read More
A long-term look at interest rates back to 1790... Read More