It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but this particular rally has served to uncover some strange happenstance when we look under the hood. With the FOMC/Fed on the sidelines and a China/U.S. trade deal seemingly on the horizon, the market fundamentals will eventually have to stand on their…
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...
Words carry meaning! As an investor, when contemplating those words in the geopolitical and macro realm, deciphering words and...
If the S&P 500 (SPX) chose to chide the permabears and even poke those in hibernation, it might do...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
The world is now forced into the calculating of a new reality, one that may not be easily compared...
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