Goldman Sachs Investment Strategy Group: S&P 500 Good Outlook Raised

I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...

CTAs’ net long position in USD/JPY cut by half from its recent peak Macro hedge funds may act on...

Small Cap investing remains an exercise in futility, with the Russell 2000 already trailing the S&P 500 by more...

“It’s easier to know what’s going to happen than when it’s going to happen” ~ Dan Rasmussen “Stop focusing...

Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...

NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...

by Barry Napp   Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...