What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first to argue that the market will reach all-time highs (ATH) in 2021, and after the Fed’s second intervention in April, we elaborated why ATH is likely to come even earlier (see here). This was not just considered contrarian, but also ridiculed…
They say there are only two certainties in life: Death and Taxes. Of course, as a colloquialism, it is...
The first rate cut is out of the way, but most were denying the majority probability spelling out a...
Rumors can be difficult to manage when they surface and center on an investment vehicle in your portfolio. As...
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has...
Markets are fundamentally volatile. No way around it. Your problem is not in the math. There is no math to...
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
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