

Is it Time for Small Caps to Shine?
Since the Federal Reserve initiated its rate hiking schedule, the Russell 2000 has not kept pace with the larger stock S&P 500 and tech-...

Brian
Aug 17, 2023


Weekly Factor Returns
Domestic equities were negative for the second straight week. The Russell 1000 declined 0.39% while the Russell 2000 declined 1.62%. Value..

Brian
Aug 14, 2023


Weekly Factor Returns
Equity indices finished negatively last week after three consecutive weeks of gains. The Russell 1000 declined 2.23% and the Russell 2000...

Brian
Aug 7, 2023


Weekly Factor Returns
Both the Russell 1000 (+0.99%) and the Russell 2000 (+1.09%) rose by similar amounts. All factor spreads were within normal ranges. Vol...

Brian
Jul 31, 2023


Weekly Factor Returns
Equity indices moved higher last week. The smaller capitalized Russell 2000 gained 1.52% and the Russell 1000 gained 0.71%. Most factor ...

Brian
Jul 24, 2023


Halftime Update
As of June 30th, Volatility’s positive spread ranks among the top four years going back to 2000. 2009 led all years with a 95% spread, ...

Brian
Jul 20, 2023


Weekly Factor Returns
Equity markets rose last week with the smaller capitalized Russell 2000 (+3.58%) beating the large cap Russell 1000 (+2.58%). Higher Vol...

Brian
Jul 17, 2023


Weekly Factor Returns
The Russell 1000 and 2000 were negative last week. The large cap index lost 1.08% and the small cap index lost 1.26%. Large cap factor ...

Brian
Jul 10, 2023


Weekly Factor Returns
The Russell 1000 gained 2.51% and the Russell 2000 gained 3.75% last week. Index returns were influenced by several factors with returns...

Brian
Jul 3, 2023


Weekly Factor Returns
The Russell 1000 and Russell 2000 were negative last week. The large cap index declined 1.51% and the small cap index declined 2.86%. Factor

Brian
Jun 26, 2023
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