Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this is more about a payback in demand. We reiterate our defensive tilt and remain underweight discretionary and most cyclical sectors. Inventories not as low as consensus believes. Is the US consumer fading? Never bet against the US consumer’s willingness to spend…
If we know that bad times are temporary and progress is undefeated, why is it so hard to stay...
This past trading week was met with more disappointment for the bulls, as a usually strong February monthly Options...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
Here we are only a few short days since offering to investors the potential with ProShares Ultra VIX Short-Term...
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...
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