Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term that describes our tendency to use the recent past as the baseline for what will happen in the future. While recent action in markets might suggest that 20 is a ceiling for the VIX Index, that idea is absolutely not supported…
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
Well, that was much to do about nothing given the anticipation that came ahead of the trading week. When...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
On April 23, 2017 I informed readers, traders and investors alike as to the risks that lay before the...
Costco (COST) reported 4th quarter results that showed a surprising beat on the bottom line. Initially, the stock reacted with a nearly...
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 take a look...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
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