Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy has peaked, and valuation is falling. Taxes, tapering & transitions temper index returns. Look for alpha in relative value, themes, and reasonably priced growth and cyclicals as mid-cycle transition runs its course. Mid-cycle is here, and with it comes a transition…
Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th...
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
“Bear markets do not end until: 1) sellers have panicked; and 2) buyers are panicked to buy again.” ~The...
If you want a misleading headline to take a stock higher, the recent power rankings in the Apple (AAPL)...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
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