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December 2023 Market Recap
01/08/2024
Market Recap
The S&P 500® Index returned 11.69% in the fourth quarter of 2023, with monthly returns of -2.10%, 9.13%, and 4.54% in October, November, and December, ...
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The Quality Factor
12/13/2023
Market Perspective
Investors chase various goals, but often diversification is key and high atop minds amid the current stock-bond correlation conundrum...
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November 2023 Market Recap
12/06/2023
Market Recap
The S&P 500® Index returned 9.13% in November, interrupting three consecutive months of decline and capping an impressive advance of 11.18% from its intra-quarter low ...
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October 2023 Volatility Briefing
11/24/2023
Quick Takes
From the January 1, 1990 inception of the Cboe® Volatility Index (the VIX®) to November 17, 2023, the popular measure of implied volatility has averaged ...
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A Correlation Conundrum
11/16/2023
Market Perspective
Recently, as interest rates have climbed significantly and at a rapid pace, correlation between U.S. long-term government bonds and U.S. large cap stocks reached heights...
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October 2023 Market Recap
11/07/2023
Market Recap
The S&P 500® Index returned -2.10% in October, marking the equity market’s third consecutive monthly decline. It appeared monetary policy and the direction of interest ...
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September 2023 Volatility Briefing
10/19/2023
Quick Takes
Inversions are for stunt men, not yield curves The Cboe® Volatility Index (the VIX®) is a measure of the market forecast of the likely price ...
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Don’t Get Caught with Your Shorts Down
10/10/2023
Market Perspective
Shorting vs Selling Volatility – What’s The Difference?So far in 2023 there has been an abundance of headlines driving persistent uncertainty. Risks abound in light ...
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September 2023 Market Recap
10/06/2023
Market Recap
The S&P 500® Index returned -3.27% in the third quarter of 2023 with monthly returns of 3.21%, -1.59% and -4.77% for July, August and September, ...
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Protection For Less
09/11/2023
Market Perspective
Higher Rates Lower Protection CostsInterest rates resumed their climb in August, after a reprieve in July, shifting the yield curve higher. For perspective, the 2-Year ...
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