Macro Strategy—Soft Landing in Progress?: U.S. economic growth remains sturdy, and favorable recent inflation dynamics give the Federal Reserve (Fed) room to bring inflation closer to its 2% target without much damage to the labor market. In other words, the economy appears in the process of a soft landing. What’s more, the latest Global Wave indicator compiled by BofA Global…
If the S&P 500 (SPX) chose to chide the permabears and even poke those in hibernation, it might do...
My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns):...
Just one week ago, the S&P 500 finished higher for the week by 4.9%, which seems a lifetime ago...
Flows & Liquidity: Are there similarities to January 2018?. Fri Jan 10 2020 A wide range of institutional investors...
Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...
If there has been a lesson from the markets over the last several weeks and since the mid-July all-time...
On January 3, 2017 I offered readers and investors my plans for continued triple digit returns on capital invested...
Over the last few years I have become increasingly vocal and accurate with my prognostications concerning volatility and the...
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