Charts of the Week
This Is Not a Stock Picker’s Market
October 31, 2025
A healthy dispersion of individual stock returns is not the only ingredient necessary to make a good stock-picking environment.
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Page 46 of 3383Charts of the Week
Financial Conditions & Factor Returns
October 31, 2025
When financial conditions are easing, investors are usually moving up the risk spectrum to capture gains.
Charts of the Week
Gold as a Hedge to Stocks?
October 31, 2025
For many decades, gold's returns were negatively correlated to stock returns. This has not been the case since the pandemic in March 2020.
Charts of the Week
The Tale of Another Coin Hoarder
October 31, 2025
A Kyle Bass copycat is attempting to arbitrage the difference between the face value of a nickel and its underlying metal's value.
Charts of the Week
The Fed’s Footprint in the Bond Market
October 31, 2025
How big are the Fed's holdings of bonds, notes, bills, TIPS, MBS, agencies, and FRNs in relation the outstanding market?
Charts of the Week
A Long-Term Look at Expansions & Contractions
October 31, 2025
A long-term look at expansions and contractions
Charts of the Week
Weekly Research Recap
October 31, 2025
Some interesting charts from our recent posts
Newsclips
Quick Comments/What We’re Reading
October 30, 2025
Today's topics include deflating the prospects of a December cut, is it bad if Powell is losing control of the Fed?, U.S. & China strike a fragile truce for now, where should rates be?, understanding Fedspeak, updating liquidity concerns, and central bank gold demand
Newsclips
Quick Comments/What We’re Reading
October 29, 2025
Today's topics include banks tap SRF for over $10b this morning, will the Fed reduce the SRF rate by more than 25 basis points?, cutting rates with inflation at 3%, GDPnow, pricing TIPS in a world without CPI, market breadth still stinks, Trump really wishes Bessent would take Fed chair, and gold bulls not giving up hope yet
Focused Research
Q3 2025 Earnings Update: The Bounce Is On
October 28, 2025
Q3 earnings are heating up. Through Monday, 114 companies have reported, and the year-over-year annualized quarterly growth rate stands at 8.89%.
Newsclips
Quick Comments/What We’re Reading
October 28, 2025
Today's topics include tomorrow's FOMC meeting is all about potential QT announcement, questioning the certainty of future rate cuts, banks tap SRF for almost $8b again this morning, ADP says "let there be weekly data!", don't fear rate cuts amidst booming markets, stretched stock market valuations, and single-stock volatility
Newsclips
Are Banks Having a Liquidity Problem?
October 27, 2025
Two days ago, Chairman Powell warned, "signs have begun to emerge that liquidity conditions are gradually tightening." These signs are becoming full-blown and regional bank stocks are plunging.