Burgeoning ‘green shoots’ bring hope for an economic recovery The last time I used the term “green shoots” was the late spring and summer of 2009. Like everybody else, I was looking for signs of economic life after the global financial crisis and searching for indications that the US and other developed countries were rising out of the economic ashes…
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
“Markets are constantly in a state of uncertainty and flux and money is made by discounting the obvious and...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
Are you a short-VOL/VIX trader? If so you probably know what it feels like to have your trading style/strategy...
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
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