The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems, theories and analysis. Given this fact, and I think we can all agree it is a fact, one shouldn’t expect perfection in their market participation. There will be both wins and losses, trials and tribulations, good times and bad times and…
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
2023 Global Economic Outlook • With financial conditions tightening and the winter aggravating China’s COVID and Europe’s natural gas...
“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no...
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact,...
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