How not to be handcuffed by static asset allocation
History is a valuable guide to how markets behave, but returns and correlations can stray from the norm for decades. Why a fixed asset mix can leave you stuck.
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Understanding Sector Rotation in Market Analysis
The S&P 500 is eleven sectors that lead at different points in the market cycle. How reading which ones are ahead helps place where the market stands now.
Developing a planned trading approach
A trading plan turns guesswork into a repeatable process. How to set a philosophy, pick your markets, size each trade and know your exit before you get in.
Moving Averages
An average of recent prices turns a jumpy chart into a clear trend. How investors read the 20-day and 200-day moving averages.
The Importance of Diversification
Owning more stocks is not the same as being diversified. How correlation shows what your portfolio really holds.
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Filter
How not to be handcuffed by static asset allocation
History is a valuable guide to how markets behave, but returns and correlations can stray from the norm for decades. Why a fixed asset mix can leave you stuck.
Understanding Sector Rotation in Market Analysis
The S&P 500 is eleven sectors that lead at different points in the market cycle. How reading which ones are ahead helps place where the market stands now.
Developing a planned trading approach
A trading plan turns guesswork into a repeatable process. How to set a philosophy, pick your markets, size each trade and know your exit before you get in.
Moving Averages
An average of recent prices turns a jumpy chart into a clear trend. How investors read the 20-day and 200-day moving averages.
The Importance of Diversification
Owning more stocks is not the same as being diversified. How correlation shows what your portfolio really holds.
The Basics of Using Momentum
A practical guide to measuring momentum, recognizing divergences, and identifying potential changes in market direction.
The Market With a Hundred Faces
When you hear about the market being up or down on any given day, that's really just the cover of a very complicated book.
Lessons and limitations of backtested strategies
What if you could see how your trades would work out before you placed them? Backtesting can be a valuable tool, but only if it's applied with a clear recognition of its limitations.
August 2026: Stocks at a Record, the Fed Leans Toward a Hike
Stocks rose again in August as energy and technology led, gold jumped 9%, and credit stayed calm. Under the surface, a hawkish Jackson Hole pushed the odds of the first rate hike since 2023 back to about two in three, the Fed's preferred inflation gauge held well above CPI, and the equal-weight index gave back some of its lead.
July 2026: The Chip Trade Cracks, the Market Holds
Chip stocks, the year's biggest winners, fell 21% in July while the S&P 500 finished flat and the average stock rose. Oil jumped 22%, the 30-year Treasury yield closed at its highest since 2007, and the riskiest corner of the credit market began to widen.
June 2026: The War Premium Fades, the Rally Rotates
The S&P 500 slipped 1.1% in June while small caps hit a record and the average stock rose, as money rotated out of the largest technology companies. A U.S.–Iran deal cut oil 23%, and Kevin Warsh's first Fed meeting sent short-term yields to their highest since early 2025 and gold to its worst month in 13 years.
May 2026: The Index Climbs, the Crowd Thins
The S&P 500 rose 5.1% to a record as chip stocks jumped 22%, but the average stock gained half as much and eight of 11 sectors fell. Beneath the rally, a mid-month bond selloff pushed the 30-year Treasury yield to its highest close since 2007, and May's inflation rate climbed to 4.2%.
April 2026: Stocks Snap Back, the Lead Narrows
A US–Iran ceasefire turned March's decline into the S&P 500's best month since November 2020, and every stress gauge from March eased. Underneath, chip stocks led, the average stock lagged by the most since 2023, oil ended the month back above $100, and valuations sat at a record.
March 2026: Oil Jumps, Stocks and Bonds Fall Together
The Iran war sent crude oil up 54% in March, its biggest monthly jump since 2020, while stocks, long-term Treasuries and gold all fell together. Stock and bond volatility and junk-bond spreads rose to their highest in about a year, private credit funds limited withdrawals, and the Fed chose to wait.
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