Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like big boys/girls and reap those double-digit returns over time. Volatility is simply the price we pay for such returns! ~Seth Golden We are forgoing our typical State of the Market video this week, given back-to-school scheduling conflicts in Florida. Our weekly…
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking...
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