- Aug 24, 2022
- 1 min
In Case You Missed It ...
Last week we received some prominent media attention in response to research published by our partner Martin Fridson on the recent high...
- Jul 26, 2022
- 1 min
Why We Are Ready to Say Goodbye to Gold
Gold is viewed by many as one of the main hedges against inflation. With the Consumer Price Index up 9.1% year-over-year in June and gold...
- Jun 16, 2022
- 3 min
What to Expect During a Bear Market
The stock market officially entered bear market territory on Monday, June 13, according to the conventional definition of a 20% decline...
- Jun 12, 2022
- 4 min
How to Navigate a Bear Market
The conventional definition of a bear market is a drop of 20% from its peak. Therefore, even though the S&P 500 is down by 18.6% since...
- Apr 18, 2022
- 1 min
Why Credit Markets Aren't Pointing to a Recession
Many look very closely at the yield curve to find clues of a potential recession. Credit markets/high yield bond spreads are perhaps even...
- Mar 28, 2022
- 4 min
What a Yield Curve Inversion Really Means
The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...