Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth NOBODY knows precisely WHERE markets will land. NOBODY knows WHY it will precisely land where it will, when it does. NOBODY knows and BEHAVES according to what they know inside their portfolio either. Doubt is universal, skill is NOT! If you would…
Long-term trends and short-term emotions are both powerful. Former can build wealth, latter can sabotage that effort. ~Brian G...
9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
Cross-Asset Strategy: Friday’s strong CPI print that led to a surge in yields, along with the sell-off in crypto...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
Words carry meaning! As an investor, when contemplating those words in the geopolitical and macro realm, deciphering words and...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
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