Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H = R-E; or said another way, are things going better for me than I thought or worse? If you aren’t expecting these selloffs to happen you get upset, reality smacks you in the face and your happiness plummets. If you are expecting them,…
It was another ugly retail sales report for the month of March and with February’s retail sales being revised...
We’re back! It has been a couple of weeks since our last weekly Research Report, but we hope some...
ByMichael WursthornDec. 1, 2019 5:30 am ET The bears are circling retailers ahead of the holiday season. Short sellers...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
Every time the market falls a little, we worry it’s going to fall a lot. ~Michael Batnick When it...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
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