With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how much it will decelerate. We remain more concerned about growth than most and Friday’s consumer confidence number should not be overlooked in that regard. Correction remains incomplete. The CPI is old news. While last week’s inflation release got all the attention,…
It’s enough to make you close up shop and seek out a new career if you’re a portfolio or...
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
Coming into the trading week, most every index and index ETF was expressing overbought conditions. With all the major...
Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For...
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
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