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March 7, 2025

Investor Sentiment Shifts: Why Large-Cap Value is Back in Focus

Introduction The market optimism that defined the past ...

February 25, 2025

Major Trend Index (2/7/2025)

Question: “What do the stock market and my wife have ...

February 25, 2025

Major Trend Index (1/31/2025)

The Major Trend Index was unchanged at a Neutral ...

February 14, 2025

Value Investing: Not Dead, Just Playing Possum (Part 1 of 2)

At-a-Glance: Key Takeaways on Value Investing & ...

February 14, 2025

Value Investing: Possum’s Revenge (Part 2 of 2)

At-a-Glance: Key Takeaways on Value Investing & ...

February 11, 2025

Resilience and Opportunity in 2025

Happy New Year! As we reflect on 2024, we entered the ...

February 11, 2025

Fixed Income Lessons from 2024

Fixed Income Insights Another year in the proverbial ...

December 9, 2024

Major Trend Index (11/2024)

The Major Trend Index was unchanged at a High Neutral ...

December 6, 2024

Balancing Volatility and Opportunity

Market Standoff Continued During the third quarter, ...

December 2, 2024

Earnings Almanac

The S&P 500’s estimated bottom-up operating EPS ...