Fundstrat: The Everything Rally Has Begun

Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...

While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...

“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...

Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...

September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...

Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with...