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Blog

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Do Politics Really Matter Anyway? (1965-2019)

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LQD, the largest ETF tracking IG corporate bonds, has given up 9 years gains in 2 weeks

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Comparison of highest and lowest marginal tax rates

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Value Strategies Mean Revert Strongly After Periods of Under-performance

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Investment grade credit is getting crushed at a record rate

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Value Stocks Are Very Cheap Relative to History

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Credit markets had a terrible week

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Value Premium in the U.S. (1927-2018)

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Global stocks ex-US are trading at a 20-year low

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Developed Market Central Bank Policy Rate

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