The Serious Investor: Spring 2019 | Quarterly Newsletter
Welcome to the spring issue of The Serious Investor. In this issue we discuss how Fed policies and pronouncements drove both a rally in the first quarter and the downturn
Welcome to the spring issue of The Serious Investor. In this issue we discuss how Fed policies and pronouncements drove both a rally in the first quarter and the downturn
A recent focus of our research has been the 10y/2y Treasury slope and the 10y/3m Treasury slope. Based on the data we use in our calculations, the latter reached the
Welcome to the winter issue of The Serious Investor. Since our last newsletter, the markets have plummeted, as the U.S. stock market suffered its largest correction in a decade and
By: Joseph Zappia, Principal, Co-CIO, on December 21, 2018 2018 has been a tumultuous year for investors. As of December 21st, the S&P 500 just wrapped up its worst week
Welcome to the fall issue of The Serious Investor. October historically has been a difficult month for the stock market, and that pattern held this year. After the powerful U.S.
Fear and Greed are Undefeated in the Markets. The Wealth of Common Sense blog recently had an awesome post about the psychology of the stock market. Below is an excerpt
Bloomberg posted a shocking article on February 27, 2018 about how index funds are no longer passive. In fact, in a blog post from a week ago, we contended that buying