Mixed Sentiment and A Mixed Start To 2025

Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...

Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...

The ECI is the best measure of wage growth, but you still need to look under the hood, not...

Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...

Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...

Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...

For volatility ETP (exchange-traded product) traders, there are a range of products from which to choose.  Some are relatively...