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If interest rates revert to pre-2000 levels, will valuations follow?
This year’s bear market has brought equity valuations lower, but are they low? The price-to-earnings ratio (P/E) of the S&P 500® Index began 2022 around ...
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September 2022 Market Recap
The S&P 500® Index returned -4.88% in the third quarter, bringing its year-to-date return to -23.87%. The market’s path during the quarter was even more ...
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Monetary Policy Outlook Shifts Volatility Expectations Higher
Daily closing values for the Cboe® Volatility Index (the VIX®) have been below its long-term average of 19.61 less than 10% of the time so ...
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Active Overwrite Performance Summary – Q2 2022
Record-high inflation persisted, accelerating the Federal’s Reserve’s monetary tightening schedule while souring investor sentiment, resulting in a 19.69% decline for the S&P 500® Index from ...
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2022 Active Overwrite Commentary – Q2
Read our Q2 Active Overwrite Commentary for a review of strategy performance and positioning during the quarter. 2022 Q2 Active Overwrite Commentary
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Index/RA Performance Summary – Q2 2022
Record-high inflation persisted, accelerating the Federal’s Reserve’s monetary tightening schedule while souring investor sentiment, resulting in a 19.69% decline for the S&P 500® Index from ...
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2022 Flagship (Index/RA) Commentary – Q2
Read our Q2 Flagship (Index/RA) Commentary for a review of strategy performance and positioning during the quarter. 2022 Q2 Flagship (Index/RA) Commentary
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A New Era?
Wall Street has no shortage of adages and catch phrases. When the equity market hits the skids, old saws such as “be fearful when others ...
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June 2022 Market Recap
The S&P 500® Index returned -16.10% for the second quarter of 2022, bringing its year-to-date return to -19.96%. There were few silver linings during the ...
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2022 Active PutWrite Commentary – Q2