Month: October 2018

DHUnplugged #429: HalloWeenieMarkets

October is known for scary things. But this market selloff is really starting to unnerve investors. Plenty of spooky headlines are leading the way causing some panic and disorderly selling. We find some interesting statistical anomalies that may be pointing to an oversold level worthy of buying. Plus a look...

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Passive Investing: Some Flies in The Ointment

The Debate Continues:  Passive or Active for Fixed Income?
Over the years, there has been a robust and healthy debate within the investment community focused on the benefits of passive vs. active investing. Historically we have taken the position that, within the fixed income space, active strategies are generally the...

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TDI Podcast: A Deep Dive and Statistical Anomalies (#585)

Trillions lost and key market indices are now in the red for the year. Earnings have been mixed but still decent growth overall. However, investors are focused on the outlook that is not as bright as was hoped for.

Plus, we take a take a look at some interesting statistical rarities...

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H&C Economic Commentary – 4th Quarter 2018

Cycles Pulled Forward
Bullish U.S. Cycle
“History doesn’t repeat itself but it often rhymes“ – Mark Twain

Cycles are an economic reality. Sometimes they are short, sometimes they extend a bit longer than expected. But, more often than not, it is the same story that we see play out...

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DHUnplugged #428: Painful Probing

Sellers have emerged with a vengeance over the past couple of weeks. Earnings are spotty and there was clearly a bit too much exuberance going into this quarter. Yet, after a very poor opening, buyers started to nibble and that helped to rescue markets on Tuesday. What lies ahead? We...

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