aisoftware
All About The Rates
04/11/2024
Market Perspective
In modest fashion, the U.S. Federal Reserve (the Fed) often dominates headlines, and it has been no different during the recent period of transitioning monetary ...
Read More →
March 2024 Market Recap
04/05/2024
Market Recap
The equity market’s 10.56% rally during the first quarter of 2024 resulted in the S&P 500® Index reaching a new all-time high. The S&P 500® ...
Read More →
Quality Comparison: Minimum Volatility and High Dividend
03/15/2024
Market Perspective
In a world full of uncertainty, the familiarity and durability offered by the quality factor is increasingly important for investors...
Read More →
February 2024 Market Recap
03/09/2024
Market Recap
The equity market’s 5.34% rally during February led the S&P 500® Index to close the month at an all-time high. From the start of the ...
Read More →
An Update on VRP
02/22/2024
Quick Takes
January 2024 Volatility Briefing The equity market climbed to all-time highs in January while the Cboe® Volatility Index (the VIX®) ascended from the 2023 low ...
Read More →
2023 Active PutWrite Commentary – Q4
02/22/2024
Active PutWrite Commentary
Read our Q4 Active Putwrite Commentary for a review of strategy performance and positioning during the quarter. 2023 Q4 Active Putwrite Commentary
Read More →
Avoid Distraction
02/15/2024
Market Perspective
A U.S. presidential election year has arrived, and investors might be bracing themselves for the onslaught of campaign commercials and political distractions. Add to the ...
Read More →
January 2024 Market Recap
02/14/2024
Market Recap
The equity market rally from the end of 2023 carried into January, although not without bumps along the way. From the start of the year ...
Read More →
2023 Active Overwrite Commentary – Q4
02/06/2024
Active Overwrite Commentary
Read our Q4 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter. 2023 Q4 Active Overwrite Commentary
Read More →
Quality Matters