We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or a combination of the two. As it pertains to investing: It’s hard to invest “well” without both, but it is easy to entertain the idea that we can invest well by either experiencing investing without a dedicated educational process. Spoiler alert:…
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
It’s not the way bulls desired the week to end, especially after a strong Thursday performance, but when algorithms...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
With only a week of trading under our belts in 2017, maintaining a core short position in ProShares Ultra...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
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