Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus is extending the repricing of risk premia across financial markets. For us, the direction of risk premia is unambiguously higher in Bonds (high breakevens, steeper curves), but lower in Equities, HY Credit and Commodities (less earnings, default and inventory risk) and…
On January 3, 2017 I offered readers and investors my plans for continued triple digit returns on capital invested...
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
Recall that coming into the month of September, the S&P 500 was on a 4-month positive return winning streak....
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
U.S. equity markets demonstrated another remarkable turnaround on Wednesday as investors returned from the New Year holiday. At its...
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