As the yield curve briefly inverted yesterday and the equity markets took a nose dive, a lot of news stories…
Since it seems the last Fed hike is quickly approaching, it’s worth taking a look at what happens to equities…
The post secondary education industry has continued to grow rapidly over the past two years but has lagged in stock…
Given my empirical observations about buybacks two weeks ago, it’s nice to see my instincts backed up by hard data. …
I believe the Fed will stop hiking rates at the 4.5% – 4.75% level. All else being equal, the end…
"Stock buybacks are the simplest and best way a company can reward its investors." — Peter Lynch As the number…
A couple of months ago, I highlighted the odd way the Fed has been flattening the yield curve and jawboning…
Following a solid spring, a combination of macroeconomic and industry specific factors began to be manifested retail. These have been…
People can’t stand two things – randomness and responsibility. On the first point I cite Voltaire: “If God did not…
Numerous sources have commented on the low volatility in the past two years. I thought the following was an excellent…