Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are not impossible, obviously, just increasingly difficult. At some point, valuations and the hunt for real yield reign supreme. Let’s look at one reason why, and through the lens of the Equity Risk Premium (ERP). Why should we use the equity risk…
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on...
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
And oh what a week it was… if you went into the week under the impression that new S&P...
IT’S OFFICIAL! The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research...
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
Over the last few years I have become increasingly vocal and accurate with my prognostications concerning volatility and the...
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