Everything you need to know about what separates the big winners from everyone else. “Signals” are sexy, exciting and mysterious. “Learning” is hard work. Same as it ever was. ~Jay Kapeal If you would like to watch the weekly State of the Market video, please click the provided link . Have a great trading week and be on the lookout…
Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with...
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim...
This past week was yet another turbulent week for the major averages, but they managed there best week in...
After several reiterations in the last week of trading, on January 18, 2017 Credit Suisse’s Christian Buss has downgraded J.C. Penney...
The trading week that was ended in a manner that many may have not anticipated. As we read this...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the...
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