Asset Allocation & Factors

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Themes & Tariffs

Themes & Tariffs

Themes & Tariffs

Asset Allocation & Factors

Apr 241 min read

Is Tech Exceptionalism Gone?

Is Tech Exceptionalism Gone?

Is Tech Exceptionalism Gone?

Asset Allocation & Factors

Apr 31 min read

Leverage in Large Caps, Value in Small Caps

Leverage in Large Caps, Value in Small Caps

Leverage in Large Caps, Value in Small Caps

Asset Allocation & Factors

Mar 31 min read

Tech's Factor Narrative: Profitability Beats Innovation

Tech's Factor Narrative: Profitability Beats Innovation

Tech's Factor Narrative: Profitability Beats Innovation

Asset Allocation & Factors

Feb 182 min read

Bigger Is Better for Innovation Investing

Bigger Is Better for Innovation Investing

Bigger Is Better for Innovation Investing

Asset Allocation & Factors

Jan 262 min read

The Stock Market's Profit Bet

The Stock Market's Profit Bet

The Stock Market's Profit Bet

Asset Allocation & Factors

Dec 18, 20241 min read

Small Caps Reward Big Spending

Small Caps Reward Big Spending

Small Caps Reward Big Spending

Asset Allocation & Factors

Nov 27, 20241 min read

Where was the stock market's momentum strongest last week?

Where was the stock market's momentum strongest last week?

Where was the stock market's momentum strongest last week?

Asset Allocation & Factors

Nov 11, 20241 min read

The stock market’s leverage bet

The stock market’s leverage bet

The stock market’s leverage bet

Asset Allocation & Factors

Nov 3, 20241 min read

Opportunity in active value – an update

Opportunity in active value – an update

Opportunity in active value – an update

Asset Allocation & Factors

Oct 15, 20241 min read

What passive value investing misses

What passive value investing misses

What passive value investing misses

Asset Allocation & Factors

Oct 1, 20242 min read

How to Invest in Productivity

How to Invest in Productivity

How to Invest in Productivity

Asset Allocation & Factors

Sep 19, 20241 min read

Could Buybacks be a Presidential Election Indicator?

Could Buybacks be a Presidential Election Indicator?

Could Buybacks be a Presidential Election Indicator?

Asset Allocation & Factors

Sep 9, 20242 min read

Momentum is losing the momentum-reversal competition

Momentum is losing the momentum-reversal competition

Momentum is losing the momentum-reversal competition

Asset Allocation & Factors

Aug 22, 20242 min read

A worrisome shift in tech stock drivers

A worrisome shift in tech stock drivers

A worrisome shift in tech stock drivers

Asset Allocation & Factors

Aug 16, 20241 min read

Factors Say it’s a Bottom – For Now

Factors Say it’s a Bottom – For Now

Factors Say it’s a Bottom – For Now

Asset Allocation & Factors

Aug 9, 20241 min read

AI Frenzy and AI Fatigue in Tech Stocks

AI Frenzy and AI Fatigue in Tech Stocks

AI Frenzy and AI Fatigue in Tech Stocks

Asset Allocation & Factors

Jul 1, 20242 min read

Momentum Everywhere

Momentum Everywhere

Momentum Everywhere

Asset Allocation & Factors

Jun 21, 20241 min read

Markets after being attacked: October 7 vs. 9/11

Markets after being attacked: October 7 vs. 9/11

Markets after being attacked: October 7 vs. 9/11

Asset Allocation & Factors

Jun 10, 20242 min read

What stocks are pricing for rates: an update

What stocks are pricing for rates: an update

What stocks are pricing for rates: an update

Asset Allocation & Factors

May 9, 20241 min read

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