When you believe in a future that is so alive in your mind that you keep living it over and over, your mind “front runs” your current environment and pulls you in that new direction. Greatness always starts this way; by thinking greater than your present reality. ~Mark Minervini Thank you for reading our inaugural State of the Market for…
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
Throughout this bull market, stock investors have bemoaned an incessant lack of breadth. Leadership has been remarkably narrow. The...
The S&P 500 (SPX) and its peer indices have had quite the bullish move off of the Christmas Eve...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
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