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James Picerno
January Rally Shows Markets Underpriced Trade War Risk By James Picerno - Feb 03, 2025

January was kind to the major asset classes, marking a strong rebound from a rough month in December. Across-the-board gains last month suggest the year is on a positive trajectory for markets. But...

Jesse Felder
Are We Living in the Age of Bubbles? By Jesse Felder - Feb 03, 2025

If you’re looking to understand what drove Nvidia (NASDAQ:NVDA) shares to a record one-day loss of market cap last Monday, look no further. Jeffrey Emanuel wrote up the definitive analysis last...

James Picerno
Can Momentum Stocks Keep Outperforming? By James Picerno - Jan 30, 2025

It’s been a good year so far for the momentum factor. That’s hardly surprising given that momentum was red hot in 2024. Momentum, it seems, still has momentum. Using a set of ETF proxies to track US...

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