Of Special Interest

Of Special Interest

  • Of Special Interest

    An Earnings Bottom...What's Next?

    January 18, 2017 BY Scott Opsal and Phil Segner

    It seems like it’s been ages since investors have been able to get excited about earnings growth, although our October 21st “Chart of the Week” showed that the S&P 500’s current earnings slump has been unremarkable in both depth and duration.

     

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  • Of Special Interest

    Exploiting Generational Anomalies In Stock vs. Bond Returns

    June 01, 2009 BY Eric Bjorgen

    There are two important conclusions about the historical relationship of stock vs. bond returns:

    1. The current stocks vs. bonds performance differential, over both very short and very long time periods, is at or near historical extremes in every timeframe we examined. This suggests that we are at the threshold of a major (but temporary) market anomaly.
    2. Historically, periods when bonds have outperformed stocks over very long timeframes have proven to be very opportune times to shift out of fixed income assets and into equities.

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