I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations – to form the subject of this memo: what really matters or should matter for investors. I’ll start by examining a number of things that I think don’t matter. What Doesn’t Matter: Short-Term Events In The Illusion of Knowledge (September 2022), I railed…
In this week’s State of the Market we review a couple of key breadth indicators that may help to...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
No Clear Path to Easier Financial Conditions Financial conditions are a key transmission mechanism for monetary policy and geopolitical...
Don’t be late. Life often throws us curve balls and when it does,all we can do is adjust our...
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