Rising Interest Rates

    May 24, 2017

Time to Go Small?

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Big vs. small – it’s one of those fundamental investing debates that goes on forever and is never completely settled. Just possibly, it’s the wrong question...

    May 4, 2017

Markets Are on the Move

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The S&P 500 Index is up 7.4% year-to-date. And, at just under 2,400, is close to the 2,425 median year-end estimates among Wall Street strategists...

    Apr 28, 2017

Duration: Not Debunked, Just Practically Applied

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When will interest rates rise and by how much? This question has been analyzed and debated continuously over...

    Apr 25, 2017

High-Yield Default Rates Drop

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High-yield default rates are moving lower, according to Moody’s. A growing economy, a recovery in profits, and oil prices well above winter 2016 levels have supported a...

    Apr 20, 2017

Uptick in Inflation Presents Opportunities

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Recent inflation data was lower than expected. Now, some of this reflected cell phone plans and a...

    Apr 12, 2017

Disentangling Cycles from Time

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Deep into the expansion phase of an economic cycle, the classic pattern involves Fed tightening, yield-curve flattening, rising rates, and tightening credit spreads.

    Apr 10, 2017

CEOs, CapEx, and Correlations

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CEO confidence has risen in recent months, and that has typically led to increased capital spending when sustained and coupled with growing profits and a full order book...

    Apr 6, 2017

S&P Rises Despite Health Care Setbacks

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The S&P 500 rose 5.5% in the first quarter and managed to finish less than 2% from its all-time high, despite setbacks in health care legislation. There was a notable absence...