“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence of skill.” ~Bill Miller **Unfortunately, due to scheduling issues, we will not be delivering a weekly Research Report this Sunday. We will start up our typical 3-on 1-off regiment in the following week however. To watch the weekly State of the…
The most painful thing to watch with traders is the belief that markets have to prove something to THEM,...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp....
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
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