So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following trading day. That is officially the best rally after a Fed hike going back to 1970 (Bloomberg data). Not only that, the S&P 500 kept going on Friday, finishing the week up 4.26 percent. The benchmark index is out of bear…
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different....
We’ve made it through another topsy-turvy week in the equity markets relatively unscathed. There was a good deal of...
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the...
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
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