A hotter but shorter economic cycle has implications for asset allocation as well as equity portfolio construction. In the near term, it means we are likely to move out of the early cycle leadership toward mid-cycle which comes with a move up the quality curve, too. Running with the Bulls. At this point, the bullish narrative of a recovering/reopening economy…
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
Waking From A Slumber? We’re very skeptical that the rally from last October’s low represents the first leg of...
The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...
“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
“We have to acknowledge that overall breadth is weaker than it was during the biggest market drawdown during Q1...
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
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