A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes to get an idea of what might be ahead for equities there. Despite the Fed’s aggressive tightening cycle over the past year and a half, it looks increasingly likely that the US economy will avoid recession, and therefore that the Fed…
The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form...
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