Caleb Conlin
November 2021 Market Recap
12/07/2021
Market Recap
The S&P 500® Index returned -0.69% for the month of November, bringing its year-to-date return to 23.18%. Strong equity market returns following September’s drawdown carried into ...
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License to Kill (Portfolio Returns)
11/16/2021
Market Perspective
License to Kill, released in 1989 and starring Timothy Dalton as James Bond, is regarded by some as the worst Bond film ever made. New York magazine’s ...
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October 2021 Market Recap
11/04/2021
Market Recap
The S&P 500® Index returned 7.01% for the month of October, bringing its year-to-date return to 24.04%. Supported by strong corporate earnings reports, the equity market ...
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What Will Taper Do to Implied Volatility?
10/07/2021
Market Perspective
Implied volatility, as measured by the Cboe® Volatility Index (the VIX®), rose in September as investors processed a laundry list of concerns including coronavirus variants, inflation ...
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September 2021 Market Recap
10/07/2021
Market Recap
The S&P 500® Index returned 0.58% in the third quarter, bringing its year-to-date return to 15.92%. After strong monthly advances of 2.38% and 3.04% in July ...
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How Can Investors Benefit from Rich Volatility Risk Premium?
09/10/2021
Market Perspective
S&P 500® Index option buyers continued to overpay by an above-average amount based on the unusually high Volatility Risk Premium (VRP) that has persisted during the equity ...
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August 2021 Market Recap
09/07/2021
Market Recap
The S&P 500® Index returned 3.04% for the month of August, bringing its year-to-date return to 21.58%. Despite concerns over the spread of coronavirus variants and a ...
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Volatility Is Where You Find It
08/12/2021
Market Perspective
Is equity market volatility high or low? The answer to that question depends on where you look. Realized volatility in July, based on the annualized ...
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July 2021 Market Recap
08/05/2021
Market Recap
The S&P 500® Index returned 2.38% for the month of July, bringing its year-to-date return to 17.99%. After climbing 2.07% from the start of July through ...
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Taking Stock at Mid-Year—What Can Investors Rely On?
07/09/2021
Market Perspective
Despite concerns over inflation, Federal Reserve policy, imbalances in labor and raw materials markets and COVID-19 variants, the S&P 500® Index advanced 15.25% over the first ...
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