Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we felt like investors were a bit too complacent on the uncertainty surrounding the election outcome, unlikely passage of a fiscal stimulus before the election and second wave of Covid-19. Fast forward to today and the S&P 500 has fallen 9%, on…
“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
Part of successful investing is the ability to be able to forsake instant gratification and embrace delayed gratification! Not...
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
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