Today wasn't the best day for US economic releases. The 2nd revision of 1Q GDP was (unsurprisingly) revised down from 0.2% to -0.7%. The...

TIPS derived breakeven inflation expectations have started to fall once again in May. For a little context, starting in last June, breakeven...

In our white paper "The Knowledge Effect: Excess Returns Of Highly Innovative Companies" , we identified a stock market pricing an...

The 1,000 or so participants in Sentix's monthly survey of whether or not a country will leave the euro collectively decided that the ri...

The latest (March) Case-Shiller Home Price Index was released this morning and there were several noteworthy data points in the report. Firs...

Unlike the majority of this six year old bull market, European and Asian stocks are outperforming North American stocks in 2015 (yes even me...

Remember back in April when we noted how equity trends had completely flip-flopped during the first several weeks of the second quarter an...