Insights / Blogs

Insights / Blogs

On The Lookout

James Swanson, Chief Investment Strategist, helps readers make sense of the markets by sharing what he learns along the way.

July 30, 2014

Implications of tight credit spreads



Chief Investment Strategist James Swanson adds to his tenets of investing for the long run, pointing out that the credit markets may provide valuable information about the direction of equity markets.

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July 18, 2014

Linking equities to the economy

Two more tenets cover the links between stocks and the US economy.
To equity investors, private sector growth matters more than headline GDP.
The composition of the S&P 500 is much different from that of the US economy.


In this second of a series describing my tenets for long-term investing, I’ll review the connections between the US economy and the stock market.