The Power of And
A look at two ingredients that make a meaningful impact on performance in the mid cap space.
Pivot to Value?
A look at why investors may need a new playbook for the next phase in the fight against COVID-19.
The Vanna White Recovery
A look at why investors may want to look beyond the alphabet soup of recovery trajectories while looking for opportunities.
Back to the days of Pets.com?
How a growth-first mentality may be leading to a surge in unprofitable businesses.
Time for Quality
The recent runup in valuations has reduced the margin for error in today’s markets.
Yielding to Reason
A look at what Treasury yields may be telling us about where manufacturing is headed in the months ahead.
Leaving no Margin for Error?
A look at how debt is leaving little margin for error in many companies.
The Small Long
A look at a passive fueled bubble in large caps and where opportunity may lie.
Harshing Market’s Mellow?
Investors may be missing some key warning signs in their pursuit of low volatility.
A Tale of Two Tapes
Equity prices and 10-year treasury yields are painting very different pictures about where the domestic economy may be headed.
Finding Opportunity in an Uncertain Market
By focusing on dubious growth projections instead of compelling valuations, investors are setting the stage for potential pain.
The End of the Kardashian Effect?
Is the style over substance era over?
The Buyback Bonanza
A look at what politicians are overlooking in the story of share buybacks.
The Value of Taking the Long View
Strong performance during the period was welcomed, but we remain frustrated by the persistence of what we see as a bear market in logic.