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2020

Q&A Part 2 11.30.2020

Q&A Part 1 11.26.2020

Covid and Factor Returns 11.23.2020

Analyst Corner Part 2 11.19.2020

Analyst Corner Part 1 11.16.2020

Dividends vs. Bonds 11.12.2020

Earnings Surprise(ish) 11.09.2020

Gusher Running Dry 11.05.2020

Is Democracy at Risk? 11.03.2020

Q&A Part 2 10.29.2020

Q&A Part 1 10.26.2020

Performance Review 10.22.2020

Analyst Corner Part 2 10.19.2020

Analyst Corner Part 1 10.16.2020

A Warning From High Yield? 10.14.2020

Lower for Longer 10.12.2020

Is Gold the Answer? 10.08.2020

View From the Top 10.05.2020

Q&A Part 2 09.28.2020

Q&A Part 1 09.24.2020

Market Performance Review 09.21.2020

Analyst Corner Part 2 09.17.2020

Analyst Corner Part 1 09.14.2020

Mortgage Delinquencies 09.10.2020

Housing Yin and Yang 09.08.2020

Show Me the Money (supply) 09.04.2020

The Ultimate CONfidence 09.02.2020

Q&A Part 2 08.31.2020

Q&A Part 1 08.28.2020

A Breakdown of the S&P 500 08.26.2020

Analyst Corner Part 2 08.24.2020

Analyst Corner Part 1 08.20.2020

Yield Comparisons 08.19.2020

The Anatomy of a Rally 08.18.2020

Showdown of Superpowers 08.17.2020

Is the Coast Clear? 08.14.2020

Q&A Part 2 06.29.2020

Q&A Part 1 06.25.2020

The Future of Commercial Real Estate 06.22.2020

Analyst Corner Part 2 06.18.2020

Analyst Corner Part 1 06.15.2020

Sector Returns 06.11.2020

Deflation to Stagflation 06.08.2020

Saved by Zero 06.04.2020

The Great Disconnect 06.01.2020

Q&A Part 2 05.28.2020

Q&A Part 1 05.25.2020

S&P Earnings and Potential Returns 05.21.2020

Analyst Corner Part 2 05.18.2020

Analyst Corner Part 1 05.15.2020

Coronavirus Impact on Housing 05.13.2020

Negative Yielding Sovereign Debt 05.11.2020

The Economics of Capacity 05.07.2020

The Shape of Recovery: V, U, or L 05.04.2020

Q&A Part 2 04.30.2020

Q&A Part 1 04.27.2020

Hedging in Uncertain Times 04.23.2020

Analyst Corner Part 2 04.20.2020

Analyst Corner Part 1 04.16.20

GDP Estimates 04.13.2020

Corporate Bond Dislocations 04.09.2020

In Search of a Super Hero 04.06.2020

Should Your Portfolio SHELTER IN PLACE? 04.02.2020

Q&A Part 2 03.30.2020

Q&A Part 1 03.26.2020

Interest Rates Reach New Lows 03.23.2020

Analyst Corner Part 2 03.19.2020

Analyst Corner Part 1 03.16.2020

Spread Compression 03.12.2020

Revisiting the Fat Tail 03.09.2020

Warren Buffet on Dogs 03.05.2020

Trickle Down Economics 03.02.2020

Q&A Part 2 02.20.2020

Q&A Part 1 02.17.2020

Don’t Give Up on Emerging Markets 02.13.2020

Analyst Corner Part 2 02.10.2020

Analyst Corner Part 1 02.06.2020

The Donald vs. Greta: Reflections from Davos 02.03.2020

Q&A Part 2 01.31.2020

Q&A Part 1 01.29.2020

Suggested Reading for the New Year, Part 2 01.27.2020

Suggested Reading for the New Year, Part 1 01.23.2020

Analyst Corner, Part 2 01.20.2020

Analyst Corner, Part 1 01.16.2020

Equity Violations and 2019 Stock Returns 01.13.2020

Consolidation is King 01.09.2020

Election Year Forecasts 01.06.2020

4 Risks for 2020 01.02.2020

2019

Q&A Part 2 12.30.2019

Q&A Part 1 12.26.2019

Equity Valuations 12.23.2019

Analyst Corner Part 2 12.19.2019

Analyst Corner Part 1 12.16.2019

Equity Returns During Election Years 12.12.2019

The Devil in the Details 12.09.2019

Getting Late in the Late Cycle 12.05.2019

Fair Value or No Value 12.02.2019

Year End Roundtable Part 11 11.29.2019

Year End Roundtable Part 10 11.27.2019

Year End Roundtable Part 9 11.25.2019

Year End Roundtable Part 8 11.22.2019

Year End Roundtable Part 7 11.20.2019

Year End Roundtable Part 6 11.18.2019

Year End Roundtable Part 5 11.15.2019

Year End Roundtable Part 4 11.13.2019

Year End Roundtable Part 3 11.11.2019

Year End Roundtable Part 2 11.08.2019

Year End Roundtable Part 1 11.06.2019

Q&A Part 2 10.31.2019

Q&A Part 1 10.28.2019

Asset Class Volatility and Correlations 10.24.2019

Analyst Corner Part 2 10.21.2019

Analyst Corner Part 1 10.17.2019

U.S. Factor Returns 10.14.2019

Passive Surpasses Active 10.10.2019

Repos Creating Havoc 10.07.2019

Oil as a Weapon 10.03.2019

Q&A Part 2 09.30.2019

Q&A Part 1 09.26.2019

The Mechanics of Negative Yields 09.23.2019

Analyst Corner Part 2 09.19.2019

Analyst Corner Part 1 09.16.2019

YTD Equity Factor Returns 09.12.2019

Boris Brexit 09.09.2019

Saved by Zero 09.06.2019

Last Country Standing 09.04.2019

Q&A Part 1 8.28.2019

Examining the Student Debt Crisis 8.26.2019

Analyst Corner Part 2 8.22.2019

Analyst Corner Part 1 8.20.2019

ETF Fund Flows 8.16.2019

A New Sheriff in Town 8.14.2019

Done Deal 8.09.2019

Storm Clouds Gathering 8.06.2019

Q&A 8.2.2019

Q&A 8.1.2019

An Overview on Tariffs 7.30.2019

Analyst Corner Part 2 7.29.2019

Analyst Corner Part 1 7.25.2019

Interest Rates and Housing 7.23.2019