7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2. Equities junior in capital structure: Bonds lead stocks 3. Don’t shout at the market: Market doesn’t care about my opinion 4. Stop carrying a “Lehman hammer”: Avoid cognitive bias 5. Confidence drives markets: Confidence changes faster than fundamentals 6. Demographics are…
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...
“The speculator fights his own good sense, struggles against his own will … and is at odds with his...
If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
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