EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash ahead of time, everyone references 1987, 2000, 2008 or 1929, everyone quotes MikeTyson’s, “everyone has a plan until they get punched in the mouth and everyone thinks the selling will never end. If you would like to watch the weekly State…
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
by Ian Shephardson of Pantheon MacroEconomics The first indication that January’s warmer-than usual weather would boost economic activity was...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
While it may seem like a “broken record” statement it is also the reality and that reality offers that...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
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