Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on...
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not...
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
Research Report Excerpt #1 Recall that prior to May’s, 6%+ month-end rally, the S&P 500 was down 7 consecutive weeks....
The headlines were daunting and played out in price action this past week much as the first 100+ days...
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
Research Report Excerpt #1 Like any rally, we want to understand the beginnings of the rally. Did the downtrend...
Many investors and traders were left feeling quite dejected the previous week, as a 6-week losing streak for the...
Trading this market can be quite frustrating, with historically high likelihood setups repeatedly failing. I keep myself sane by...
Research Report Excerpt #1 We often hear that if you bought the peak in 2000 or peak in 2007...
Welcome back traders and investors! I thought it a better way to kick-off this weekend’s Research Report, given the...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
‘Fire’ AND ‘ice’ persist in the US…Monetary policy continues to tighten as confirmation emerges that growth is slowing (PMIs...
By the team at Merrill Lynch Macro Strategy—Global Growth Weakening Fast, Fed On Track To Make Matters Worse: The...
Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth NOBODY...
Paul F. Desmond Lowry’s Reports Inc. 26 February 2002 Ask one hundred investors whether this is a bull...
Research Report Excerpt #1 Keeping in mind that Sell-in-May-and-Go-Away doesn’t pertain solely to the month of May, but rather...
Within last weekend’s Research Report, the following was offered: “We are in unprecedented market waters and as such our...
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
J.P. Morgan: Pro-risk stance reinforced by extreme investor negativity, China easing and Q1 earnings
Cross-asset Strategy: Investor sentiment is reaching extreme weakness, with the AAII bull-bear survey metric recording its lowest reading since...
Research Report Excerpt #1 Q2-Q3 are the weakest 2 quarters of the 4-year cycle (shown above), averaging losses of...
After a first quarter decline for the major averages, and during a midterm election year, it became clear that...
Bear markets start one of two ways, and we don’t think either cause is present currently. We call them...
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