“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not scare them out of the game.” – Peter Lynch. The “Market Trap” is laid when the fears of today evoke a belief of ever-worsening circumstances. History has proven, there is no such thing as ever-worsening circumstances, yet the future is analyzed…
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
We discuss: how S&P 500 valuation is very reasonable as we enter 2024 and this is particularly notable when...
Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of...
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical...
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