Keep it simple and know your ABC’s of investing: Always, Buy, Corrections!! If you would like to watch the live State of the Market video, click the provided link! The S&P 500 was up more than 20% by the end of August for the first time since 1997 and it has made a new high every single month this…
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data....
The ~3% drawdown in the S&P 500 this week took many by surprise. A key feature of this likely...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
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