The Summer of Attribution
By incorporating the carry effect, we get a sense of how the passage of time has helped or hurt the portfolio’s relative...
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The Economics of H1 2018 in Charts
As we come to the end of the first half of 2018, now is a good time to reflect on the state of the U.S. economy. Here we...
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More S&P 500 Companies Seeing Negative Impact from FX Than Tariffs in Earnings Calls for Q2
What factors have companies discussed during their earnings conference calls?
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BMR Compliance: What Benchmark Users Should Know
Despite a grace period, it's critical to understand the compliance obligations of this pending regulation.
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Boats, Quotes, and Automobiles: Alternative Data for Municipal Bond Investors
Using alternative data for a better overview of the marketplace.
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Second Highest Number of S&P 500 Companies Issuing Positive EPS Guidance for Q2 Since 2006
The number of companies issuing negative EPS is below the five-year average, while the number of companies issuing positive EPS...
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Thematic Indexing 2.0: A Systematic Approach to Finding Relatedness in Markets
Almost all digital content is now being classified, based on this concept of relatedness. How can we use that to invest?
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IPO Activity Picks Up in Q2 2018, But Less Money Raised
The strength of the second quarter was largely driven by a rush of new issues in the last week of June.
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Industry Analysts Project 13% Price Increase for S&P 500 Over the Next Year
Based on the difference between the bottom-up target price and the closing price for the S&P 500 as of July 5, industry...
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S&P 500 Likely to Report Earnings Growth Above 20% for Second Straight Quarter
The S&P 500 is likely to report earnings growth above 20% for Q2. This would mark the second consecutive quarter of earnings...
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Caterpillar’s Fortunes Are Tied to Those of the Global Economy
Caterpillar has long been considered a bellwether of the global economy.
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