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Total Return Review: A Look Back at 2022
January 3, 2023
2022 was a year most investors would rather forget, with both stocks and bonds falling in tandem and very few major assets providing positive returns.
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Quick Comments/What We’re Reading
January 3, 2023
Today's topics include ARK's horrific 2022, bullish on TLT, the most predicted recession, tough times for big tech, UK homebuyers, the UK economy, job switchers and stayers, BoJ still on the hot seat on policy, where will volatility appear in 2023, Russian oil flows, the next global energy dynamic, and China's mobility bounces back
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Cartoons
January 3, 2023
Newsclips
The Most Volatile Day of the Year?
December 30, 2022
Historically, the first trading day and week of the year are volatile for a range of assets.
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Monthly Fund Flows – Trader vs. Allocator Flows
December 30, 2022
Differentiating 'allocator' ETF flows from 'trader' ETF flows
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Quick Comments/What We’re Reading
December 30, 2022
Today's topics include BoJ continues, what's next for markets, new hires help small businesses bounce back, the 2023 outlook for retail investors, Russia's reserves shift towards Yuan, and M&A slowdown
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Cartoons
December 30, 2022
The Fed remains confident in their exit strategy. pic.twitter.com/7eVa0nMm2V — Rudy Havenstein, Senior Markets Commentator. (@RudyHavenstein) December 26, 2022
Charts of the Week
A Long-Term Look at Crude Oil
December 29, 2022
A long-term look at crude oil
Charts of the Week
A Long-Term Look at Miles Driven and Miles Per Gallon
December 29, 2022
A long-term look at miles driven and miles per gallon
Charts of the Week
A Long-Term Look at Unemployment
December 29, 2022
A long-term look at unemployment
Charts of the Week
A Long-Term Look at Government Finances
December 29, 2022
A long-term look at government finances