The great Q1 2022 earnings have proven the forward-looking nature of markets. I’m kicking-off this weekend’s Research Report with this assertion, because Seth and I are of the opinion it proves an important concept that investors need to better understand. MARKETS ARE FORWARD DISCOUNTING/LOOKING MECHANISMS. For each earnings and sales beat during the Q1 reporting season, the vast majority of…
Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious...
In my office I have framed the famous quote, “Know from whence you came. If you know whence you...
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range....
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