S&P 500 Tag

The Company We Keep

18 Oct, by Knowledge Leaders Team in Uncategorized

QuestionWhat are speculators long right now? Answer1) Stocks – from the E-mini S&P500, to the E-mini NASDAQ, to the E-mini Dow, to the E-mini Russell 2000 QuestionWhat are speculators short right now?...

US Private Bank Credit Contracting

14 Oct, by Knowledge Leaders Team in Uncategorized

New monetary policies like QE have muddied the water somewhat when looking at monetary aggregates like M2.  We have a simple adjustment we make to M2 to improve the optics on bank credit....

Stock Valuations and US Male Employment

10 Oct, by Knowledge Leaders Team in Uncategorized

For the last 20 years, valuations on the S&P 500 have correlated pretty well with the 25-54 year old male participation rate in the US.  The now 13-year old structural bear market in the US is easy to see.  The recent turn down in this...