

It's Never the Right Time to Time the Market
We recently came across an old article referencing a Fidelity study that analyzed the performance of its client accounts. The surprising ...

Brian
Sep 22, 2022


September Suffering
Since 1987, the Russell 1000 experienced a negative September return in 17 years. The Russell 2000 was negative 14 times. Both indices ...

Brian
Sep 8, 2022


Welcome to the Worst Month
eptember has the unflattering claim of the worst month of the year for stock returns. There are several theories as to why this is the case,

Brian
Sep 1, 2022


Are We In A Recession?
There has been a lot of discussion in the financial press trying to gauge whether we are in a recession. There is no argument the pace of...

Brian
Aug 18, 2022


Weekly Factor Returns
The Russell 1000 rose 3.39% and the Russell 2000 rose 4.97%. Small cap factor returns dominated their larger cap counterparts. Volatility...

Brian
Aug 15, 2022


Weekly Factor Returns
Stocks with high Volatility, negative Short-term momentum, and positive Medium-term momentum outperformed those with the opposite ...

Brian
Aug 1, 2022


Are EPS Revisions Heading Lower?
here is growing concern, with supporting data, that economic growth will decline, even if we do not have a full-blown recession. The latest

Brian
Jul 14, 2022


Historical Value
Since the beginning of 2000, there have been 1,173 weeks up to and including last week. Last week’s return to Value was below ...

Brian
Jun 30, 2022


Flirting With Bears
Last week’s post laid out five things to remember during a bear market. At the time, the S&P 500 was down about 18%, just above the 20% ...

Brian
May 26, 2022


Weekly Factor Returns
A look at what factors influenced the market last week
The large and small cap indices had mixed returns. The large cap Russell 1000 ...

Brian
Aug 16, 2021


Inflation Talk
Select articles concerning supply & demand imbalances stemming from inflation and labor shortages

Brian
Jul 28, 2021


Diamond Hands & Tendies
The recent move in GameStop’s (NYSE: GME) stock has been dizzying. The situation has dominated financial headlines and social media.

Brian
Feb 2, 2021