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How do returns of different asset classes recently interact with inflation as measured by monthly change in the not seasonally adjusted, all-commodities ...

A subscriber requested review of the Golden Butterfly (GB) portfolio, which assigns equal weights to the total stock market, small-capitalization value ...

"Big 10 Effect?" looks at recent performance of a portfolio that annually picks the 10 NASDAQ stocks with the largest market capitalizations. One reason ...

We have updated monthly allocations and performance data for the Simple Asset Class ETF Momentum Strategy (SACEMS) and the Simple Asset Class ETF Value ...

Below is a weekly summary of our research findings for 2/23/26 through 2/27/26. These summaries give you a quick snapshot of our content the past ...

The home page, Simple Asset Class ETF Momentum Strategy (SACEMS) and Simple Asset Class ETF Value Strategy (SACEVS) now show preliminary positions for M ...

How have different asset classes recently interacted with the CBOE Volatility Index (VIX)? To investigate, we look at lead-lag relationships between VI ...

What does very long term experience say about the best way to protect a conventional global 60% equities-40% bonds (60/40) portfolio against drawdowns?

"Simplified Offensive, Defensive and Risk Mode Identification Momentum Strategy" and "Size Effect-based Hybrid Asset Allocation Strategy" describe strat ...

Do firms that spend big on research and development (R&D) relative to revenue outperform in the future? In his January 2026 paper entitled "R&D ...