The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact, it produced quite the opposite once the initial shock was dispensed with by investors. Wednesday morning’s pre-market trade found the major averages down almost 2%, but upon the markets opening for trade, this quickly reversed. All-in-all, the Dow and S&P 500…
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
And oh what a week it was… if you went into the week under the impression that new S&P...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
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