Q1 Recap and Chart Book

Q1 Recap and Chart Book

This is our biggie each quarter, pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to set...

Rearview to Windshield, February 2022

Developments over the Past Month:   Monthly Recap: We’ve seen big moves in equities to start the year. This has been the worst January for the S&P 500 since 2009 while at the same time it’s been the best start to the year for Value stocks in decades. We expect...
Q1 Recap and Chart Book

Q4 Recap and Chart Book

This is our biggie each quarter, 21 pages of charts and the context to go with them. As always, we think the windshield view is far more relevant than the rearview. But it’s through the rearview that we get a sense of the path traveled to this point, helping to...