Insights Investments

Bonds have made a modest comeback lately as rates have retreated amid slow progress in negotiations with Iran and the start of some movement through the Strait of Hormuz. The 10-year Treasury yield peaked at 4.66% on May 19 and now sits at 4.37%, not far off from the median of 4.29% since the start …

Thanks for reading this week’s Charts of the Week This week’s charts cover momentum, equity issuance, past Fed policy, and the biggest question on everyone’s mind: is this a bubble? We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 22-26

The semi-annual FTSE Russell reconstitution occurs today. This reconstitution welcomes new companies into well-known indices, such as SpaceX into the Russell 1000 index. It also reshuffles companies between value and growth indices, such as Micron and Amazon transitioning in opposite directions. Micron Leaves Value Micron’s business has undergone a fundamental boom, and price momentum has …

A little more than 10 years ago, on June 23 2016, United Kingdom voters went to the polls to vote in a referendum on whether or not to leave the European Union (EU). The next day, it was announced that the UK electorate had voted to leave the EU, 51.8% to 48.2%. The outcome was …

Alan Greenspan died on June 22 at the age of 100, just four days after Kevin Warsh chaired his first meeting of the Federal Open Market Committee. The timing is a coincidence, but a useful one. It bookends roughly forty years of monetary policy and invites a question savers rarely get a clean answer to: …

There I said it, the word “bubble.” To be honest, I don’t know if we’re in the middle of a bubble, and certainly not when it might burst if we are. But I do believe we’ll look back on this period several years from now and recognize it as a bubble. There’s clearly something huge …

In Episode 193 of Facts vs Feelings, Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Chief Macro Strategist at Carson Group, talk about the passing of former Fed Chair Alan Greenspan and what his 18-year tenure actually produced for markets. Kevin Warsh’s first Fed meeting as chair featured a statement that clocked …

“If I turn out to be particularly clear, you’ve probably misunderstood what I’ve said.” Alan Greenspan   We lost a great one yesterday, as Alan Greenspan passed away from complications of Parkinson’s disease at 100 years young. Greenspan was an economist who served as the chairman of the Federal Reserve Bank (Fed) from 1987 until …

Thanks for reading this week’s Charts of the Week This week’s charts cover the current housing situation, inflation expectations, and where the market stands amid current rate hikes and cuts. We’ll keep publishing Charts of the Week every Monday. To view this week’s Charts of the Week, click here: Charts of the Week: June 15-19

The S&P 500’s latest quarterly rebalance offers a fascinating snapshot of where investors believe the U.S. economy is headed. Effective June 22, 2026, the index will add Marvell Technology and Flex while removing Pool Corporation and Campbell’s Company. While index changes are often viewed as routine housekeeping, they frequently provide insight into broader market trends …

There’s always some uncertainty around a new Fed chair and how they’ll handle the communication of monetary policy. But it’s usually more around style rather than substance. In Kevin Warsh’s case, the concern is substance, or lack of it. While 12 FOMC members set policy, the chair plays the central role in explaining the thinking …