Looking at the capital markets action this week, credit spreads improved, the US dollar fell (as measured by the UUP),…
Bespoke put up a couple of good charts today showing TIPS breakevens beginning to fall and the 5-year breakeven with…
This graph gets tossed out to readers occasionally just to show the crowd the “net income” gains as recorded by…
The true dichotomy in 2022’s stock market is that SP 500 forward estimates continue to be revised higher, while the…
As of 5/6/22: SPY YTD return: -13.13% Barclay’s Aggregate (AGG) YTD return: -10.42% Standard 60%/40% benchmark portfolio return: -12.05% Despite…