MV Weekly Market Flash: Still Quiet on the Investment Grade Front (Junk Jitters Notwithstanding)
There has been considerable chatter over the last week or two by observers and participants in the junk bond market. Prices for HYG, the iShares ETF that tracks the iBoxx US... Read More
Taking Time Off? Here’s Some Food for Thought Before You Do
I’ve heard about fellow millennials taking an extended leave of absence from the workforce or a sabbatical to travel and take time to gain experience outside the... Read More
MV Weekly Market Flash: More Fuel in the Tank for Energy Stocks?
Every industry sector has its own received wisdom. In the energy sector, the two pillars of conventional wisdom for much of the past eighteen-odd months could read thus: (a)... Read More
MV Weekly Market Flash: Tax Mania!
Like most of our fellow investment practitioners, we subscribe to a variety of daily market digests – those couple paragraphs at the market’s opening and closing... Read More
MV Weekly Market Flash: Bond Bull Goes for the Thousand Year Gold
The current bull market in US equities, the pundits tell us, is the second-longest on record. That may sound impressive, given that domestic stock exchange records go back to... Read More
MV Weekly Market Flash: The Market’s Next Big Non-Event
And the band plays on. Some random convergence of factors could conceivably interrupt and reverse today’s upward push in the S&P 500 before the benchmark index ends... Read More
MV Weekly Market Flash: What’s Next for Emerging Markets?
One of the odder stories in a year of general strangeness in the capital markets is emerging markets. Contrary to the vast majority of expectations in the wake of last... Read More
MV Weekly Market Flash: Sunny Skies and Swan Songs
Another week, another string of record highs for U.S. equities. But this wasn’t just your normal “upward drift for no particular reason” set of days. It was... Read More
MV Weekly Market Flash: The Reflation Pony Returns
Gentle reader, please indulge us our seeming obsession with the subject of inflation. Yes, we know that other macro metrics matter as well, but inflation is both the big... Read More
MV Weekly Market Flash: Inflation, Economists and the Rest of Us
Where’s the inflation? That question has lurked behind most of the major headline stories about macroeconomic trends this year. Jobless rate falls to 4.3 percent.... Read More