IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a rally from the March bottom, has already recovered close to half of the total peak-to-trough decline. The drivers of the current crisis have been exceptional, but similarities with previous episodes suggest that investors should continue to look through the macro weakness.•…
“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...
This week is likely to prove a considerably important week as equity markets have gyrated back and forth throughout...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...
U.S. equity markets demonstrated another remarkable turnaround on Wednesday as investors returned from the New Year holiday. At its...
Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp....
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
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