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Newsclips
Hope for Transitory Inflation Continues
June 6, 2022
Inflation is not going down without extreme policy intervention to force it lower. It is not going down by itself. And that extreme policy has a high probability of causing a recession.
Newsclips
Quick Comments/What We’re Reading
June 6, 2022
Today's topics include financial conditions, inflation expectations as a central bank policy tool, price controls, gauging the odds of a recession, an intermission in the bear market?, the LME faces lawsuit over nickel trading, rising tax revenues, and passive funds hold larger share of U.S. stock market, going to fintech
Newsclips
Cartoons
June 6, 2022
Newsclips
Employment in Pictures – Good News Is Bad News
June 3, 2022
Today's slight beat did little to change traders' minds about how aggressive the Fed will be in its fight against inflation. Good economic news continues to be bad news for risk markets.
Newsclips
Quick Comments/What We’re Reading
June 3, 2022
Today's topics include Fink makes long term inflation call, a super bad feeling, what will the recession look like?, consumers losing through prices, food prices, CFOs looking ahead, Chinese equities back in favor, hedge funds struggle, is private equity a ponzi?, and the work-from-home fat-finger trade
Newsclips
Cartoons
June 3, 2022
Charts of the Week
Profiling the Mutual Fund & ETF Universe
June 3, 2022
56% of households owning mutual funds make more than $100k per year.
Charts of the Week
The Divide Between Active and Passive Fund Fees
June 3, 2022
Active equity funds continue to charge 10x the fees of passive equity funds.
Charts of the Week
Domestic Equity Investors Flocked to Low Fee Funds in 2021
June 3, 2022
Domestic equity index funds with the lowest fees saw the large majority of inflows in 2021.
Charts of the Week
Breaking Down Retirement Assets
June 3, 2022
Over a third of U.S. households own an IRA. The difference in ownership between the highest and lowest income buckets is staggering.
Charts of the Week
Equity ETFs Account for 25% of Stock Market Volume
June 3, 2022
Equity ETFs accounted for 25% of stock market volume in the U.S. in 2021.