Get the latest Q4 Market Outlook covering market stats, risk indicators, and strategies for your financial planning.

Discover how gambling behaviors are changing, as Gen Z shifts attitudes towards online betting, now perceived as investing.

Rates matter for REITs, but they explain only part of the price action. With most correlations ranging between -0.2 and -0.4, which explains some of the negative performance, property type, growth, ...

Explore the idea of an incalculable concept in monetary policy as Lorie Logan discusses Fed Funds target rate adjustments.

Wall Street’s latest doom thesis says the Fed is trapped and a US debt trap is nearly here, but it never names a date, and the data says the trap door isn’t opening. Every few months, a new essay ...

“What the K-shaped economy gets right, what it exaggerates, and what believing the worst version is costing a generation.” The bottom half of American households owns about 2.5% of the nation’s wealth ...

Over the first four articles, we have spent most of our time on what NOT to do. If you have made it this far, you are probably ready for the obvious question. “Okay, so now that you have told me ...

Consensus earnings estimates now sit close to 50% above trend, and that gap is exactly where an earnings mean reversion tends to begin. This has been an incredible year in that Wall Street has spent ...

The graph below, courtesy of Apollo, shows that not one FOMC member sees downside risks to the economy. This must be a very bullish signal, given that most FOMC members are seasoned business veterans ...

Last Thursday’s Treasury buyback operation was deemed “weak” in the financial media as it bought back just $5.19 billion, less than the $6 billion investors had anticipated. A buyback succeeds only if ...

The Dow has lost ground for three weeks running, down nearly 3.5% from its August 28 close, while the Nasdaq 100 is slightly higher over the same period. That performance gap has worried some market ...

The Fed hiked by 25 basis points and alluded to another hike, as the market expected and as we surmised in our prior Commentary. The more important takeaway from yesterday’s FOMC meeting is what comes ...