The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting excited about the reopening, we are getting more concerned about (1) execution risk and (2) what’s already priced in.First, on the execution front, there’s growing evidence that supply remains a problem for many companies, just as demand is picking up. These…
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
The prior week for equity investors and the major averages was shaping up to be a strong week that...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going...
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
Today, as part of the Golden Capital Portfolio holdings update, I will be adjusting capital exposure minimally with iPath S&P...
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