Oaktree Capital’s Howard Marks: What Really Matters?

If there has been a lesson from the markets over the last several weeks and since the mid-July all-time...

As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...

The Leuthold Group: Not Normal The Major Trend Index was unchanged at a Neutral reading of zero for the...

In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...

Biotechnology | North America COVID-19: Increasing ConvictionMultiple Vaccine Candidates WillHave Pivotal Data Before YE20 While a pre-election result is...

Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...

Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...

The best hedges are cash and time, which work in tandem! The answer to fear of downside risk is...