Bank of America: A peek into Year 4 of Presidential Cycle

“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...

Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...

“Buying on red days is where longterm profits begin! 90%+ of investors/traders are dedicated to finding problems in a...

Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...

Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...

Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and...

Macro Strategy—QT Kicks into Second Gear: Financial conditions are likely to remain under pressure as the Federal Reserve’s (Fed)...