Charts of the Week
How Much ‘Hopium’ Can Equity Valuations Handle?
January 26, 2024
S&P 500 valuations look stretched no matter what way you slice it. How much more optimism can drive equities higher?
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Apple Cedes the Crown of Biggest Company
January 26, 2024
Microsoft recently overtook Apple as the largest company in the world by market cap.
Charts of the Week
A Long-Term Look at Real Rates & CPI
January 26, 2024
A long-term look at real rates & CPI
Charts of the Week
Weekly Research Recap
January 26, 2024
Some interesting charts from our recent posts
Newsclips
Market Capitalization as a Percentage of GDP
January 25, 2024
A look at the size of various markets compared to the U.S. economy
Newsclips
Quick Comments/What We’re Reading
January 25, 2024
Today's topics include equity markets face headwinds, another look at QT, Fed kills BTFP arbitrage opportunity, the disinflation narrative, anticipating the next Fed move, length of yield curve inversions, the Fed in election years, CRE exposure, banks still pushing for return-to-office, comparing equity markets around the world, and is Chinese easing enough?
Newsclips
Cartoons
January 25, 2024
Newsclips
Quick Comments/What We’re Reading
January 24, 2024
Today's topics include previewing tomorrow's GDP release, China attempts to stop the bleeding, the last mile of inflation, just in time inventory, the Euro turns 25 this month, a quiet stock market, more on credit card debt, and shorter settlement times coming
Newsclips
Cartoons
January 24, 2024
Newsclips
Quick Comments/What We’re Reading
January 23, 2024
Today's topics include the untroubled investor, the BoJ keeps policy stance steady, modern leverage risks, trouble in China, momentum trader positioning, and criticisms of passive investing
Newsclips
Cartoons
January 23, 2024
Newsclips
Q4 Earnings Update: Nominal Revenue Growth Not Keeping Up With Inflation
January 22, 2024
We are now a few weeks into the Q4 2023 earnings season. Earnings expectations are still positive but have declined significantly in recent weeks.