Election Volatility
By admin_45 in Blog

Election Volatility

The S&P 500 has moved +1% up or down on almost half (46%) of trading days so far this year. That’s our fundamental benchmark of how much investors “feel” volatility, as any one-day move greater than 1% to the upside or downside is...

2H 2020 Earnings Expectations
By admin_45 in Blog

2H 2020 Earnings Expectations

With Q2 earnings season over (98% of S&P 500 companies have reported), we can assess how much upside there might be in 2H 2020 operating results and what Wall Street analysts see for US stock performance over the next 12 months. (Data...

Millennial Traders, Baby Boomer Investors
By admin_45 in Blog

Millennial Traders, Baby Boomer Investors

Why did retail traders, especially millennials, choose the COVID Crisis to finally become interested in the stock market? As a member of that cohort, I (Jessica) can explain it: #1: Expected future returns drive investor behavior. Prior to...

60/40: Not Dead, Just Different
By admin_45 in Blog

60/40: Not Dead, Just Different

Funny story to kick off “Data”, in a nerdy sort of way: When Harry Markowitz defended his dissertation on portfolio theory in front of the University of Chicago’s Economics Department in the early 1950s, no less a figure than Milton Friedman...

Off The Grid, COVID Crisis Edition
By admin_45 in Blog

Off The Grid, COVID Crisis Edition

Back in 2009, as the Great Recession’s scope was just coming into focus, we developed an analytical toolbox we called “Off the Grid Indicators”. As is the case now, US equities were on a tear after their March lows. This move accurately...