cxoadvisory.com

Below is a weekly summary of our research findings for 4/13/26 through 4/17/26. These summaries give you a quick snapshot of our content the past ...

Much prior research indicates that most stock anomalies fail to deliver due to data snooping in their discovery, post-publication market adaptation and, especially, implementation costs.

Will the relatively high U.S. stock valuation ratios observed over the past few decades revert, or are they persistent artifacts of fundamental shifts in the ...

The possibility that a bond issuer may default drives the credit risk premium, the average difference in return between such a bond and a U.S.

Do forecasts of U.S. deficits and debt portend doom? In their November 2025 paper entitled "Then and Now: A Look Back and Ahead at the ...

How many stocks truly drive U.S. wealth creation? In his March 2026 paper entitled "One Hundred Years in the U.S. Stock Markets", Hendrik Bessembinder computes ...

Below is a weekly summary of our research findings for 4/6/26 through 4/10/26. These summaries give you a quick snapshot of our content the past ...

The Inflation Forecast now incorporates actual total and core Consumer Price Index (CPI) data for March 2026. The actual total (core) inflation rate is much ...

data from the past 41 years indicate little or no contemporaneous relationship between the equity market and the residential real estate market. There may be a weak, inverse, multi-year relationship between home appreciation and stock returns ...

"Using the Money Anxiety Index for ETF Selection" examines whether the proprietary Money Anxiety Index (MAI) can select long and short portfolios of ETFs that ...