Your Complete Guide to Sector Rotation

As the economy expands and contracts, so do the financial performances of companies across the 11 stock sectors. When the outlook is positive, economically sensitive companies perform better and investors are prompted to buy their shares. If the outlook turns sour, investors may sell out of those companies and swap into investments that can better … Continued

Investing When Inflation Outpaces Interest Rates With Lyn Alden

FEATURING THE FOUNDER OF LYN ALDEN INVESTMENT STRATEGY, LYN ALDEN¬†@LynAldenContact   One of my favorite ways to use YCharts is to keep track of various interest rates compared to various measures of inflation on one convenient chart.¬†Historically, interest rates and inflation have often moved together, but things have been very different in 2021. We can … Continued

Harness Volatility & Create Opportunity

While the CBOE S&P 500 Volatility Index (VIX) has long served as a volatility yardstick for investors, the index again stepped into the limelight in March of 2020 when it spiked to its highest level ever. Just as was the case last year, investors are needing to tap into their fight or flight instincts early … Continued

How to Visually Explain the Rise in Treasury Yields

Treasury rates are on the rise, and yield-hungry investors are making moves to satisfy their appetites. The 20-Year and 30-Year US Treasury Rates are now higher than the S&P 500 dividend yield, but the opposite was true for most of 2020. Yielding slightly more than 2%, both these long-term rates are back to levels seen … Continued

Monthly Market Wrap-up: December 2020

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