Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
Research Report Excerpt #1 The typical April return has been good, but not great. Over the past 10 years,...
The S&P 500 (SPX) bottomed in March of 2009 at 666, the Devil’s Bottom as it has become known....
Welcome to this week’s State of the Markets. This week’s episode will hope to find a video recording, but...
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
2021 started out like a continuation of 2020 with tech ripping higher and everything else lagging in the US...
Research Report Insight #1 Good stuff Edward and I urge our readers to review what Edward offered about TIME/DURATION...
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days,...
It’s never easy, is it? As an active portfolio manager, trader or investor, it seems as though once we...
If ever there was a week to take off and simply ignore it’s a FOMC meeting week. The...
Cross-asset strategy: This week’s Fed reiteration that it won’t hike for about three years despite extraordinary fiscal stimulus...
Over the last couple of weeks, we have made adjustments to guidance and targets in a number of different...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
Research Report Insight #1 We’ve identified individual stocks in previous Research Reports that we deemed reasonable opportunities, and we...
Stocks danced higher this past week to produce their best week since February. The Dow Jones Industrial Average (DJIA)...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
Research Report Insight #1 Prior to this past week, the S&P 500 had consolidated 4.5% from its peak in...
Where are markets headed as bond yields rise? J.P. Morgan’s Global Research macro views and top cross-asset trade ideas...
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
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