Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening labor market conditions, and softening wage growth have boosted confidence in a “soft landing” scenario for the U.S. economy, in which the Federal Reserve (Fed) manages to bring both growth and inflation back to moderate, sustainable levels without first causing a…
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...
Over the last few years I have become increasingly vocal and accurate with my prognostications concerning volatility and the...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
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