Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope for lower prices every day, accumulate when discounts arrive… and then wait.” ~Seth Golden If you would like to watch our Weekly State of the Market, please click the provided link. Be on the lookout for this weekend’s Research Report. Have…
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
At the end of the previous trading week, the S&P 500 (SPX) was enjoying its fourth-straight up week (its...
S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
Who could have predicted 🔮 this past Friday’s intraday price action and how the day ultimately concluded? Well, calling...
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
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