Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree not seen since at least the 1970s. Low inventories and high inflation pressures are also symptoms of the underlying source of these capacity limit problems. While there are both temporary short-term constraints and long-term structural shifts exacerbating the problem, the main…
Fitbit (FIT) entered its Q2 2017 quarterly report with its stock performing at its lowest valuation since becoming a...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
In the week that was, the S&P 500 (SPX) found itself another leg higher, capturing new record-level highs and...
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
Market and Volatility Commentary December Post-Mortem, Signals from Fund Flows, Role of Systematic Flows and Reversion December Post-Mortem Over...
Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...
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