March 13, 2023News
Regulators intervene to restore confidence after the collapse of Silicon Valley Bank
Silicon Valley Bank-parent SVB Financial has collapsed after running into liquidity issues The Fed has taken preemptive steps to restore confidence and prevent panic by earmarking $25 billion for financial instability Clients of SVB will be able to recover their funds, even if they exceed...
March 7, 2023News
Value vs. Growth: Reshuffling the deck
Value investing typically means looking past glitzy, high-flying names to consider “unloved” companies with less hype. Value stocks tend to trade at a discount to fundamental metrics such as book value, earnings, sales or dividends. In contrast to Value stocks, Growth stocks are equities of companies with...
February 24, 2023News
What is the earnings season telling us about the US economy?
For now, there is a lot of opacity surrounding the outlook for the US economy. On one hand, leading indicators and sentiment trackers have been implying that a contraction is nigh. On the other hand, recent data on employment and consumption is exceedingly strong –...
February 10, 2023News
Looking beyond the solid US jobs data
A Goldilocks nonfarm payroll report for December (which showed job growth slowing but not plummeting) raised hopes that the US economy could be on its way to a “soft landing”. Some might have assumed that the subsequent report for January had dashed those hopes. Job...
January 20, 2023News
Unpackaging the January Effect
Sometimes it is said that there are no free lunches on markets. Proponents of the efficient market hypothesis (EMH) purport that prices change immediately to reflect all publicly available information. However, certain tradable anomalies have been identified throughout the years that question this assumption. One...