Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree not seen since at least the 1970s. Low inventories and high inflation pressures are also symptoms of the underlying source of these capacity limit problems. While there are both temporary short-term constraints and long-term structural shifts exacerbating the problem, the main…
12 month price momentum is a powerful driver of flows and performance. Over time, price momentum strategies aren’t mean...
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
If you were asked to do nothing as an investor for the week to come, could you do it?...
After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...
The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....
From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
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