Q1 Earnings Recap
As of May 14th, 91% of the S&P 500 have reported earnings (440 companies). The first quarter of 2021 saw S&P 500 earnings at $48.21, besting Wall Street expectations...
It’s Hard Out Here for a Bond Investor
The Q1 Scorecard Source: Bloomberg (As of 3/31/21) TLT = iShares 20+ Year Treasury Bond ETF ($12bn AUM); AGG = iShares Core U.S. Aggregate Bond ETF ($87bn AUM); LQD =...
The Proposed Tax Policy Changes
Who is John Galt? President Biden won the electoral college by 74 votes, but he won the “swing states” by only just 65K votes. So, even though it may not look like it...
Inflation vs. Deflation: Tug of War of the Decade
“Inflation is always and everywhere a monetary phenomenon in the sense that it is and can be produced only by a more rapid increase in the quantity of money than in output.”...
Part 2: The (Low Quality) Finale
In the essence of continuing our inner George Costanza of doing the complete opposite of what normal nomenclature says, we are giving you Part 2 of this series alongside...
The Market Needs to Yada Yada Yada on Low Quality $tonks
For those not familiar with the greatest TV show ever, George Costanza was the unlovable loser from the iconic ‘90’s sitcom “Seinfeld”. Ignorant, callow and a notoriously...
Inflation Protection…Are TIPS the Answer?
One question we’ve gotten a lot recently is how can investors position portfolios if we see some inflationary pressure… are Treasury Inflation-Protected Securities (TIPS) a...
Muni to Treasury Ratio at Historic Levels
As advisors often see, high-income investors love municipal bonds. And for the most part we’ve shared that love. Tax-favored income and low correlation to equities, what’s...
Convertible Bonds: Feed the Ducks
Convertible Bonds experienced an incredible 2020 and start to 2021. The Bloomberg Convertible Index outperformed both the S&P 500 and Nasdaq indices in 2020. We can’t...
Back to School, Back to School to Prove to Investors That Jerome Powell Isn’t a Fool
Disclosure: Yes; I understand that these types of articles aren’t the most fun to read (nor write), but we’ll try to make this as easy as possible Last year, about this...
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