By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased markedly. We think stocks are next as investors realize earnings guidance looks unrealistic. This is when the ERP typically reprices, and stocks may finally get ahead of the downside we see in earnings estimates. Bond markets no longer appear to believe…
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
In my office I have framed the famous quote, “Know from whence you came. If you know whence you...
“I don’t think you can get to be a really good investor over a broad range without doing a...
Cross-Asset Strategy: As geopolitical risks intensified over the past month, our OWs in Commodities and Energy stocks outperformed, while...
Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...
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