It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more and more anxious about the state of the market. I’ve seen a lot of different types of bull and bear markets in my 24 years, but this bull market is producing a great deal of nonsensical bearish narratives… by the bears….
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
Earlier this month, Target released its Q4 2017 results alongside 2018 guidance. The release brought with it selling pressure...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural...
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
Good weekend to all ‼️ This weekend is our off-reporting weekend but we continue to deliver market insights, analysis,...
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