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Monthly Archives: July 2023
Does The Day Of Month Affect S&P Returns?
Yes. And it’s significant and intuitive. The table analyzes daily returns for the S&P500 since 1950 and illustrates the first of the month has returned on average 17.7 bps. That is 14 bps more than the daily average of 3.5 … Continue reading
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Welcome To The “Era Of Global Boiling”
Wow, climate change is one helluva a hot “Chinese Hoax.”
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The Fed Squeeze v. The Market Ease
We are amazed that even after over 500 bps of policy rate increases, financial conditions, as measured by the Chicago Fed’s NFCI, are as loose as they were back in March 2022, when the Fed Funds rate was around 25 … Continue reading
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Who Are Baseball’s Most Efficient Teams?
We define efficiency here as the dollar cost per win this season. $ per win = total team salary/wins Of course, costs per win will decrease as the denominator increases as teams play more games and finish the season. So … Continue reading
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