Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent sharp move higher in interest rates, we maintain that markets are overpricing recent good news on inflation and are complacent of risks. Equity markets appeared to read this month’s central bank meetings as dovish, while dismissing the weak Q4 earnings and…
It was a strange week in the markets. Bears and Bulls made little progress, but bears are seemingly more...
It was another ugly retail sales report for the month of March and with February’s retail sales being revised...
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
Heading into 2016, I had positioned my portfolio for greater gains by increasing my exposure to volatility or VIX leveraged ETFs....
Since 2014, Bed Bath & Beyond has found itself in the precarious situation that has plagued many a brick...
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