Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while other exposures, such as European stocks and Banks, underperformed. Looking ahead, we think it is important to remember what path we were on before the crisis started: namely, the global economy was on track to accelerate sharply on re-opening from the…
Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news...
With just 2 months remaining in the 2021 trading year, investors are gearing up for the typical seasonal tailwinds,...
Bear markets are about buying value! Bull markets are about realized profits for value seekers! In other words: “INVESTORS...
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
Our goal as a trader is to push aside FOMO. Create a bubble for yourself, shut out the noise!...
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
There is never a time to not be honest with oneself as an investor/trader. We should always remain objective...
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
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