U.S. Budget Drama Preview

Published on September 26, 2024

The next president will face a difficult fiscal context.

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When Buffett Meets Bannister

September 26, 2024
Barry Bannister, Managing Director and Chief Equity Strategist at Stifel, put out an excellent research piece on future returns based on what industry folks call the “equity risk premium.”

Market Declines And The Problem Of Time

September 26, 2024
When stock markets rise, the bullish narrative tends to dominate, overlooking the potential impact of market declines. This oversight stems from two main problems: a basic misunderstanding of math and time’s critical role in investing.