So far – so weird, but to-be-expected. One month and 1-week into the New Year and it’s already beginning to look a lot like active portfolio management is going to win out over passive portfolio management. Generally, this is the case after a robust and protracted Large-cap Growth rally. Simply put, nothing goes straight up and forever and trends weaken…
It’s a new year, and come Monday, a new month as a typical February month is found for little...
Another difficult week for the large-cap indices like the S&P 500 (SPX) and Nasdaq Composite (COMPQ), which both fell...
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
That’s a newer development for the market rally, down 2 consecutive weeks. Whether or not this detraction from the...
Market participants can access data points; access is NOT the struggle. The struggle is in the SEQUENCING of data...
If you’re not hedged already, there is probably no better time than the present to start considering how to...
