When Companies Become Sellers

When Companies Become Sellers

  One of the biggest stories on Wall Street this week was a much-anticipated IPO. I won’t name names, but chances are you’ve heard about it. As our chart this week shows, though, it isn’t alone. There has been a noticeable resurgence in net...
Still in the Woods?

Still in the Woods?

  The stock market has been looking ahead, hoping for a peace agreement in the war involving Iran. While that would certainly be welcome news, this week’s chart suggests we likely aren’t out of the woods just yet. The problem lies with disruptions to global...
Semis Lead the Way

Semis Lead the Way

  Semiconductors. They’re kind of a big deal. You’ve probably heard of them. They’re in everything, and they’re all the financial world can talk about nowadays. But what, exactly, are they? Well, technically, they’re a material that conducts electricity, but only...
Soldiers and Generals

Soldiers and Generals

  There are a few different ways you can construct an index of stocks. One approach—the most common method—is market-cap weighting, also known as cap-weighted. This gives the largest companies a bigger influence on performance, meaning their returns carry the...
The Boy Who Cried Recession

The Boy Who Cried Recession

  For decades, the yield curve has been one of Wall Street’s favorite recession warning signs. Specifically, I’m talking about the difference between 10-year and 3-month U.S. Treasury yields. When short-term rates rise above long-term rates, the curve “inverts,”...
Fear of Heights

Fear of Heights

  Most people have an instinct that buying stocks at all-time highs is a bad idea. Sure, I get it. It kind of feels like showing up late to the party. But as this week’s chart shows, you probably don’t need to be afraid. The chart comes from Goldman Sachs...