More of our insights
FS Thrive: Building personal authenticity and brand with FourBlock
We chat with Eric Stetson of FourBlock on evaluating past experience, finding your calling and building your personal brand.
Margin Stall: Examining the outlook for free cash flow margins
Rising free cash flow margins have been the principal driver of stellar equity returns. In this report, we apply a quantitative lens to margin expansion and examine the ramifications of a trend reversal for markets.
Hawkish Fed to remain a challenge in 2023?
Markets don’t seem to believe Fed policy makers. This week’s chart looks at why market-based Fed funds rate expectations could drive volatility.
2023 outlook: The time for the right alts is (still) now!
A new strategy note from Chief Market Strategist Troy Gayeski
2023: Galactic Mean Reversion to stay, but better opportunities ahead
A new strategy note from Chief Market Strategist Troy Gayeski
Macro matters: The Fed is from Mars, markets are from Venus
This isn’t a note about gender. It is a discussion of why the Fed and markets—two entities definitely in a relationship—aren’t really hearing each other.
