In: Chart of the Month

Chart of the Month
Is Excessive Speculation Brewing in Small Caps?
March 17, 2015

A price/earnings ratio (P/E ratio) is at first glance a very objective statistic, but it can be calculated in a few…

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Chart of the Month
Should U.S. Treasuries Be Considered High Yield?
February 13, 2015

Compared to other government bonds – Yes! The attached chart shows the U.S. 10-year Treasury yield compared to the 10-year government…

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Chart of the Month
Implications of the Flattening Yield Curve
December 16, 2014

Over the last three months, we have seen a flattening of the Treasury yield curve as short-term rates have risen and…

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Chart of the Month
Oil and Money Don’t Mix
November 20, 2014

U.S. Dollar versus West Texas Intermediate Crude Above is a seven‐year chart showing the U.S. Dollar Index plotted along with an…

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Chart of the Month
Paranormal Activity: Investors Continue to Pile Into Bonds
October 15, 2014

The above chart illustrates the monthly net flows into mutual funds and ETFs for the U.S. equity, taxable bond and non-traditional…

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Chart of the Month
Are U.S. Treasuries Undervalued?
September 11, 2014

There has been much discussion in the financial press about the “bubble” in U.S. Treasuries. The chart above shows the U.S….

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Chart of the Month
Trimming the Fat Without Losing the Muscle
August 19, 2014

Trimming the Fat without Losing the Muscle:A “Healthy” Correction for the S&P? By the end of the first quarter, fundamental analysts…

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Chart of the Month
S&P 500 to Fed: “You Really Got a Hold on Me”
July 17, 2014

Overlaid on the S&P 500 is the Federal Reserve’s balance sheet size (scale on the right), which reflects the massive purchases…

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Chart of the Month
What Will Happen When QE3 Ends?
May 23, 2014

In response to the 2008 financial crisis, the Federal Reserve initiated three quantitative easing programs (QE1, QE2 and QE3) in an…

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Chart of the Month
Is the Stock Market Overvalued?
April 3, 2014

The essence of value investing is buying stocks at less than their intrinsic value. Intrinsic value can be defined as future…

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