Models are useful. They help us understand the world around us and aid us in predicting what will happen next. But it’s important to remember that models don’t necessarily reflect the underlying reality of the thing we’re modeling. The Ptolemaic model of the solar system assumed the Earth was the center of everything, but in spite of that spectacular error, it did…
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
Long-term trends and short-term emotions are both powerful. Former can build wealth, latter can sabotage that effort. ~Brian G...
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe...
The past trading week almost mirrored what we saw 2 weeks ago when the S&P 500 (SPX) fell in...
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
