MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not marking the end of the business cycle, but rather represents a reset similar to crises that occurred every 3 years after 2008 (2011/2012, 2015/2016, and 2018/2019). In 2020, the global economy is expected to grow at 2.5%, with Asia leading at…
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
Market and Volatility Commentary December Post-Mortem, Signals from Fund Flows, Role of Systematic Flows and Reversion December Post-Mortem Over...
This coming week is important, given the Presidential debate on Tuesday evening (9pm ET). And as we look ahead,...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...
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