In this case, the rest of the year actually became stronger than the average year…
Markets
Is Trade Risk Fully Discounted in Industrials?
Volatility can create attractive investment opportunities….
A Good Sign For Bulls?
Small caps have been very strong this year. In fact, the Russell 2000 Index has closed higher 8 consecutive weeks for the first time since 2013…
Flattening Yield Curve Pressuring Financials
The flatting yield curve has been pressuring financials in recent months…
An Inverted Yield Curve Isn’t Trouble Immediately
The flattening yield curve has many investors on edge, as the past 9 times the yield curve inverted led to a recession…
Another 20% Earnings Growth Quarter Expected
Second quarter earnings season is underway and may be another good one, potentially marking the eighth straight quarterly increase…
Intra-Market S&P 500 Correlations Have Fallen
Since Q4 2016, correlations of S&P 500 stocks to the index have generally fallen, giving active managers more chances to differentiate themselves from the indexes they are trying to beat…
Bulls Could Be Smiling the Rest of 2018
The S&P 500 has historically grown an average of nearly 10% over the final five months of the year when each month from April through July was higher (as is the case in 2018)…
Short-Term Inflation Expectations at Lowest Point of 2018
Shorter-term break-even inflation rates have dropped to their lowest levels of the year…
This Is Now the Longest Bull Market Ever
The bull market that started back in March 2009 is now officially the oldest bull market ever—topping the duration of the bull from the 1990s…