Earnings Season Playbook: Q3 2022 Reports To Watch

Earnings season rolls around four times a year and brings with it a frenzy of information. The first six months of 2022 resulted in one of the worst first-half performances for stocks in history. Persistent inflation, “jumbo” Fed rate hikes, and a mighty-strong US Dollar have impacted not only market returns but underlying corporate earnings … Continued

7 Best Asset Classes to Hedge Against Inflation

As investors continue to lament recession worries and market volatility, the US Inflation Rate cooled to 8.52% in July 2022 after reaching 9.06% last month. Perhaps the Fed’s four rate hikes this year are serving their intended purpose of easing inflation from levels not seen since the 1980s?  Download Visual | Modify in YCharts Inflation … Continued

The Best Performing Dividend ETFs & How to Find Them

The “bird-in-hand” theory suggests that, due to uncertainty of the future, investors prefer stock dividends to potential capital gains. While good in principle, that’s not always the case in practice. So if you value a bird in the hand, but at the same time want a chance at those in the bush, what investment vehicles … Continued

How Oil and Gas Prices Impact the Economy

Since 2000, gas prices have exhibited a generally upward trend, with a few major pullbacks, and have also become increasingly volatile. It begs the question: why are gas prices going up all of a sudden? Lately, the conflict between Russia & Ukraine, rising inflation, and a global economic rebound are all combining to drive oil … Continued

The 14 Charts that Defined 2021 with Josh Brown and Friends

YCharts hosted Josh Brown, founder of The Compound YouTube Channel and CEO of Ritholtz Wealth Management, to discuss The Charts that Defined 2021. Armed with perspectives and charts from top advisors, commentators, and #FinTwit leaders, we broke down 14 major investing themes that shaped 2021 and what they mean for the year to come. And … Continued

Monthly Canada Market Wrap: November 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Canada Market Wrap sent straight to your … Continued

Monthly Canada Market Wrap: October 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Canada Market Wrap sent straight to your … Continued

Monthly Canada Market Wrap: September 2021

Welcome back to the Canadian Monthly Market Wrap from YCharts! Here, we break down the most important market trends for Canada-based advisors and their clients every month. As always, feel free to download and share any visuals with clients and colleagues, or on social media. Want the Monthly Canada Market Wrap sent straight to your … Continued

Fund Flows Review: August 2021

Welcome to the first edition of Fund Flows Review from YCharts, a monthly series in which we’ll use asset flows to better understand market trends and momentum. As always, feel free to download and share any visuals with clients and colleagues, or on social media.  Watch our key takeaways from mutual fund and ETF flows … Continued

Charlie Bilello’s 15 Charts for the First Half of 2021

Welcome to the first installment of YCharts’ newest series, “5 Charts to Show Your Clients” with Charlie Bilello, Founder and CEO of Compound Capital Advisors. Each month, we’ll sit down with Charlie to discuss approximately five visuals that illustrate current market trends, are great to share with clients, and were all created using YCharts. (Next … Continued