I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings in spelling and grammar, kindly. With that being said, welcome back, even if the markets are not altogether welcoming in 2022. It’s a bear market that is sparing no investor, no portfolio, and approaching levels not previously considered by most market…
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
If the S&P 500 (SPX) chose to chide the permabears and even poke those in hibernation, it might do...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
Welcome back investors! In this weekend’s macro-market Research Report, we intend to catch-up on the markets’ year-to-date performance and...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
Fitbit (FIT) will report its Q3 2016 results after the closing bell on November 2nd and too much anticipation as both...
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