IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a rally from the March bottom, has already recovered close to half of the total peak-to-trough decline. The drivers of the current crisis have been exceptional, but similarities with previous episodes suggest that investors should continue to look through the macro weakness.•…
If there is 1-thing I’ve learned from the markets over my 24 years, it’s that down is going to...
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
Don’t be late. Life often throws us curve balls and when it does,all we can do is adjust our...
Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and...
J.C. Penney (JCP) reported less than expected top-line growth for the Q3 2016 period while reporting in-line EPS expectations. Last week,...
We continue to be more focused on what growth is going to do rather than rates and believe investors...
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
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