To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too many things change too quickly in the investment world for that to succeed. It is necessary instead to understand the rationale behind the rules in order to appreciate why they work when they do and don’t when they don’t. ~Seth Klarman…
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
Capital Economics We have revised some of our key market forecasts in response to Donald Trump’s victory and the news...
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
The equity markets are on a 3-week winning streak, which is hard to accept given the quarter still ended...
Wall Street colloquialisms are rarely justified by data or proven a valid consideration. “Sell in May and Go Away”...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
While markets continued to make new all-time highs this week, underlying breadth and momentum suggest caution in the near-term....
Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By...
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