Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking sector where reserves are now back to the “ample reserve” minimum that forced the Federal Reserve (Fed) to reverse course after its 2018 QT caused problems in the money market by that year’s end. The new Bank Term Funding Program (BTFP)…
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
In the week that was, the S&P 500 (SPX) found itself another leg higher, capturing new record-level highs and...
Volatility Review Monetizing the convexity risk premium, US structuredproduct dynamics, Positioning update Implied convexity continues to exhibit very high...
The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
Welcome back traders and investors! I thought it a better way to kick-off this weekend’s Research Report, given the...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
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