Market and Volatility Commentary: COVID-19 herd immunity and importance of regional datasets – Gangelt, Faroe, Iceland and UAE; Fed’s historic pivot. Mon Apr 13 2020 Understanding the extent of COVID-19 herd immunity, the importance of Gangelt, Faroe, Iceland, and UAE datasets. In our reports last month, we applied big data to model the peak (apex) NY hospitalization date and resources…
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...
Forty one! As of this past trading week, the S&P 500 has “clocked” 41 all-time highs (4,429) in 2021....
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
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