Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating prison of the mind. The trader has control over their situation. The successful ones actually use it. ~Jonathan Harrier If you would like to watch this week’s State of the Market video, please click the provided link. This week, as a…
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
Cross-asset strategy: Almost irrespective of macro tremors like the Texas energy shock, Bonds continue to telegraph confidence in the...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
Market participants can access data points; access is NOT the struggle. The struggle is in the SEQUENCING of data...
Cross-Asset Strategy: Equities rallied to YTD highs on optimism around a US debt ceiling resolution, a move that seems...
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