US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30% recovery in S&P 500 from the Mar 23 trough, even as earnings expectations and macro outlook were steadily being revised lower by the street, has come as a surprise to many. After the market crossed our bear case level of 2,300,…
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns):...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
As the rally has rolled onward and upward, not everyone will achieve markedly satisfying results. Essentially, there will be...
The last few weeks have been quite turbulent for volatility traders with swings in the VIX of greater than...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...
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