“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t get the deferred-gratification gene, you’ve got to work very hard to overcome that.” ~Charlie Munger Side Note on Fed: I can’t see FOMC members appreciating the market’s reaction to their message, outlook and July rate hike. They desire a diminishing wealth…
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
It was a big “nothing burger” for investors in the equity markets last week, as by and large the...
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
If there is 1 thing I’ve learned from the markets over my 23 years, it’s that down is going...
The reality is far more innocuous than the reaction sometimes. When Amazon (AMZN) announced its acquisition of Whole Foods...
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