In Case You Missed It ...
Last week we received some prominent media attention in response to research published by our partner Martin Fridson on the recent high...
Aug 24, 20221 min read
What to Expect During a Bear Market
The stock market officially entered bear market territory on Monday, June 13, according to the conventional definition of a 20% decline...
Jun 16, 20223 min read
Why Credit Markets Aren't Pointing to a Recession
Many look very closely at the yield curve to find clues of a potential recession. Credit markets/high yield bond spreads are perhaps even...
Apr 18, 20221 min read
What a Yield Curve Inversion Really Means
The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...
Mar 28, 20224 min read
Why You Shouldn't Sell Your Bonds, Even if Rates Are Rising
In history we have experienced several bond and stock bear markets. Most investors are familiar with the latter. In our white paper we...
Apr 8, 20211 min read
