Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy has peaked, and valuation is falling. Taxes, tapering & transitions temper index returns. Look for alpha in relative value, themes, and reasonably priced growth and cyclicals as mid-cycle transition runs its course. Mid-cycle is here, and with it comes a transition…
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp....
Over the weekend the COVID-19 situation improved all the EU5 countries. Not only did the growth in net active...
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
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