Misconceptions: Interest Rates and Stock Prices
Baron Funds President, COO and Chairman, Linda Martinson wrote an interesting investor letter with her 2018 commentary, addressing the misconceptions investors have between...
20 March, 2019
Market Intelligence
Recent Market Volatility Not Unusual
“While short-term changes rarely mean much, often information can be gleaned by examining the underlying market dynamics during such periods. Specifically, the recent...
21 February, 2019
A Long December
“A long December and there’s reason to believe, maybe this year will be better than the last” ~ A Long December, lyric from...
22 January, 2019
The Yield Curve Explained
Early December headlines were scattered with news of the inversion of the yield curve. Under normal circumstances, the yield curve arcs upward because...
17 December, 2018
Midterms Are Over, Now What?
If you’re like us, the best thing about the midterm elections being over is the expectation that the political television ads and spam...
14 November, 2018
Why Global Diversification Matters
By Anthony Davidow, vice president, alternative beta and asset allocation strategist, Schwab Center for Financial Research (emphasis by Madison) Since the beginning of the bull market...
22 October, 2018
Should Equity Investors Lose Sleep Over the Yield Curve?
From AllianceBernstein Insights Blog (emphasis by Madison) “A single line chart is keeping an awful lot of investors up at night: the US Treasury...
19 September, 2018
A Look at our Current Labor Market: The Good and the Could Be Better
For the first time since 2000, there are more job openings than unemployed persons to fill them. Job openings rose to 6.7 million...
17 September, 2018
Volatility Can Be Valuable for Long-term Investors
The second quarter of 2018 was largely a continuation of the first quarter with the spotlight on political headlines and increased volatility in...
18 July, 2018
Filtering Out the Short-Term Noise
Richard Bernstein, Chief Executive and Chief Investment Officer of Richard Bernstein Advisors recently published an article titled, “Ignore the Tweet, Invest for the...
19 June, 2018