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Is there Rotation from Growth to Value? And is it meaningful? And can you time it well enough to matter?
By Brendan Wagner on December 3, 202007Read moreNovember was a big month for the equity markets, with the Dow Jones Industrial Average having its best month…
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Opportunity among the Invisibles?
By Brendan Wagner on February 27, 2020Read moreWell, it had been my intention to look into the crowding at the top of the S&P500, and whether…
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Coronavirus Impact on the Market
By Brendan Wagner on February 27, 2020Read moreIt was actually in Early January that the Coronavirus became a worry for the market. It started out in…
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International Exposure… Stateside
By Brendan Wagner on December 5, 2019Read moreCan we capture international exposure with domestic equities, and if so SHOULD we? With 75% of global economic…
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Know What You Own and Why You Own It
By Brendan Wagner on March 7, 2019Read moreNo offense to Ned Davis, but Mike Tyson has the better investment quote and it will be relevant for…
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The Hipster Investor
By Brendan Wagner on December 13, 2018Read moreAs a former San Franciscan during peak-Hipster years of 2003-2006, it struck me that the best way to describe…
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“We Were Inverted”
By Brendan Wagner on August 30, 2018Read moreA yield curve inversion has preceded every US recession in the past 60 years. As the spread between 10…
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Q1 2018 Earnings: Confusing, Humbling, & Rational
By Brendan Wagner on May 9, 2018Read moreThe headlines ranged from excited to euphoric to apoplectic – in that order – before and during this period…
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Low Inflation and Unemployment Doesn’t Puzzle Us
By Brendan Wagner on November 9, 2017Read moreFor bond investors, it’s helpful to understand the link between inflation, short term interest rates, and longer term rates….
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