EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash ahead of time, everyone references 1987, 2000, 2008 or 1929, everyone quotes MikeTyson’s, “everyone has a plan until they get punched in the mouth and everyone thinks the selling will never end. If you would like to watch the weekly State…
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
Bear markets start one of two ways, and we don’t think either cause is present currently. We call them...
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
Merrill Lynch: Macro Risk Macro Strategy—Risky Business (Cycle): We believe the probability of a recession this year is low...
With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data....
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
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