Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end of the month. That’s how all of this works, in case you didn’t know. A recession is coming, it’s ever-closer with each passing week and month, but that doesn’t mean it arrives every month. What we generally experience is the natural…
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
In roughly the last 10 trading sessions, the S&P 500 (SPX) and Nasdaq (COMPQ) have lost 10% of their...
Some macroeconomic storm clouds are brewing. Markets are fleeing for shelter in Treasuries, leaving behind almost everything else, including...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
Heading into 2016, I had positioned my portfolio for greater gains by increasing my exposure to volatility or VIX leveraged ETFs....
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
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