Monthly Archives: December 2010

Big Caps v. Small Caps – Expected Future Returns

Equity markets are sliced and analyzed according to many different criteria.  Market capitalization is one of the most fundamental factors used to segregate stocks into different categories.  Morningstar’s style box is a prime example of the use of market capitalization … Continue reading

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2011 Tax Deal – Quick Thoughts

Following is a link to a Wall Street Journalsynopsis of the recently announced tax deal between the Obama administration and the Republican Congressional leaders: http://online.wsj.com/article/SB10001424052748704250704576005571915798378.html?mod=WSJ_PersonalFinance_PF2#articleTabs%3Darticle  Please note that the following analysis depends on the actual passage of legislation that formalizes … Continue reading

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