It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more and more anxious about the state of the market. I’ve seen a lot of different types of bull and bear markets in my 24 years, but this bull market is producing a great deal of nonsensical bearish narratives… by the bears….
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
Core Services Inflation is Sticky, but the Fed is Exerting a Lot of Pressure Core CPI services inflation is...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
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