In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year or two. And in I Beg to Differ (July 2022), I discussed the questions I was asked most frequently at Oaktree’s June 21 conference in London: How bad will inflation get? How much will the Fed raise interest rates to fight it? Will…
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and...
There is a great deal to discuss in this week’s research report, but we would be remised if we...
Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp....
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
One could make the argument that this is one of the more predictable market pullbacks in recent memory. The...
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