Private pension funds have much smaller funding gaps than their government counterparts.... Read More
Defined benefit plans continue to be replaced by IRAs and defined contribution plans.... Read More
A look at Treasuries, corporates, agencies, munis and open market paper.... Read More
A home may be the biggest purchase most people make in their lives, but households' stock ownership has actually surpassed home equity since the housing crash.... Read More
The amount of outstanding private credit in the U.S. experienced a brief decline during the financial crisis, but government debt grew throughout the entire period. Both are now at new highs.... Read More
Over 40% of FDIC deposits in the U.S. are uninsured.... Read More
Selected charts and excerpts from our research over the past week... Read More
On Monday S&P Dow Jones released their annual SPIVA report, comparing actively managed funds against their benchmarks. The results do not paint a pretty picture of active management.... Read More
Join us for our conference call today at 9 AM CT. ... Read More
Yesterday the CFTC published current Commitments of Traders data for the first time since the government shutdown. We examine traders' net positions in Treasuries and currencies.... Read More
A quick glimpse of the ETF industry... Read More
As March approaches, we point out a couple seasonal trends worth noting.... Read More
Now that politicians have been back to work for a month, the pace of regulatory activity has picked up some. However, the projected number of pages in the Federal Register at year-end 2019 are still well below 2018 levels.... Read More
Stocks and crude oil are off to fast starts in 2019.... Read More
For those who include their homes as part of their retirement portfolio, consider the bite inflation takes out of any price appreciation.... Read More
While the news and betting markets remain concerned over a no-deal exit on March 29, the UK markets are rallying on the hopes of a deal to exit or an extension.... Read More
Jim Bianco commented on why a retest is likely in a recent conference call.... Read More
Credit limits in the U.S. have regained pre-crisis levels, but utilization rates remain low.... Read More
