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Myth-Busting: The Economy Drives the Stock Market

How much does the state of the economy really matter to stock market performance?

Is the Copper–Gold Ratio a Dependable Leading Indicator on Rates?

Earlier this year, the copper–gold ratio was, in Jeffrey Gundlach's words, “screaming that the 10-year should go lower.”

More Realistic Retirement Income Projections Require Dynamic Adjustments

How can we incorporate dynamic spending into retirement income projections?

How Do Smart Clients Invest in Themselves? Know Their “Why”

“Ultimately, there’s one investment that supersedes all others: Invest in yourself," Warren Buffett said. "Nobody can take away what you’ve got in yourself, and everybody has potential they haven’t used yet.”

Is Rising Income Inequality the 40-Year Bull Market’s Hidden Driver?

While traditional finance’s equity performance models still work, there is an alternative explanation for the long-running secular bull market.

ChatGPT: The Origins, the Hype, the Opportunity

For most investment managers, ChatGPT represents the starting whistle in a tech arms race many had hoped to avoid.

The Size Factor Matters for Actual Portfolios

The size factor contributes to portfolio diversification and risk control.

SFDR and EU Taxonomy Disclosures: Four Data Challenges for Asset Managers

When it comes to the EU Commission's Taxonomy and SFDR statutes, good data is hard to find.

Shorting Lousy Stocks = Lousy Returns?

How has shorting lousy stocks worked as a strategy?