We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even though equity leadership and bonds are trading as if the global economy is entering late cycle, our research suggests the recovery is still in early-cycle and gradually transitioning towards mid-cycle. While the second derivatives of macro-cyclical indicators in US and Asia…
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
The world is an imperfect place! Remember that as an investor, engaged in an imperfect marketplace with imperfect systems,...
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