J.P. Morgan: Steepest Rise in Concentration, Narrowest Leadership, ML Application of Crowding to Predict Market Returns

by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...

Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...

The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...

Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...

When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...

It really feels like the markets have not traveled too low or too high since hitting their peaks in...

That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...