by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many investors believe the Fed’s recent intervention to stabilize the banking system is the beginning of the next QE program. However, not all reserves are created equal and it appears to us like the velocity of money this time is more than…
In my office I have framed the famous quote, “Know from whence you came. If you know whence you...
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
They say there are only two certainties in life: Death and Taxes. Of course, as a colloquialism, it is...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
The Major Trend Index remained at a Neutral reading of zero in the week ended August 23rd. The MTI...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
In the week that was, we had a rare 2018 example of market inefficiency. For much of the year...
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