

How to Navigate a Bear Market
The conventional definition of a bear market is a drop of 20% from its peak. Therefore, even though the S&P 500 is down by 18.6% since...
Michael Livian, CFA and Martin Fridson, CFA
Jun 12, 20224 min read
Why the credit markets are not pointing to a recession
In this 10 minutes clip of a webinar hosted by David Rosenberg's Rosenberg Research, Marty Fridson discussed how the credit markets,...
Martin Fridson, CFA and Michael Livian, CFA
Apr 26, 20221 min read


What a Yield Curve Inversion Really Means
The changing relationship between short- and long-maturity U.S. Treasury bond yields is once again a hot topic. As the yield curve...
Michael Livian, CFA and Martin Fridson, CFA
Mar 28, 20224 min read


Dow 36,000 - author Glassman was right, after all!
Authors Glassman and Hassett were right after all! It only took 22 years from the publication date of their book for the Dow Jones...
Martin Fridson, CFA
Jan 5, 20221 min read


Inflation at 30-yr High. How to Protect your Investments
On November 10, 2021 the latest inflation readings were released. Many were hoping for the price pressures to start subsiding. Instead,...
Martin Fridson, CFA and Michael Livian, CFA
Nov 12, 20211 min read
















