Andy Constan’s “Damped Spring”: Fed’s Balance Sheet

From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...

Happy Holidays to all Finom Group members, and welcome to this weekend’s 3rd Party Research Compilation. During our off-reporting...

The following Alibaba fundamental research reporting is delivered via the team at Fundstrat: Summary While political risk has significantly...

“If you don’t profit from your investment mistakes, someone else will.” -Yale Hirsch Every trade demands a thesis, be...

Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...

Good weekend Finom Group members! This weekend is our “off reporting” weekend, but as always, we desire to offer...

Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...