Equities
Oct
07
2022
Research Preview: The 60/40 Skeptics Were Right
The 60/40 strategy is having a terrible year, and its failure to protect investors in the bear market prompted us to take a look at the history and theory of the 60/40 guideline. We offer an early preview of the study, with a focus on 2022’s abysmal year-to-date returns.
Jul
08
2016
Bond Bubble Spills Into Equities
The S&P 500 once again remains on the verge of a new bull market high, thanks in large part to the bubble in another asset class: Bonds.
Nov
05
1995
View from the North Country
The stock market: What IS different this time? The public's appetite for equity investing continues to top Wall Street’s ability to manufacture supply.