A very strong US dollar provides yet another headwind for earnings. Meanwhile, from a historical perspective, this bear market may only be about half way done in terms of time and perhaps price, too. Our defensive recommendation has paid off this year and now represents a momentum trade; stick with it. Stronger dollar poses another risk to US earnings… the…
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and...
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
Absolute best investors I’ve encountered aren’t successful because they predicted the trend or the macro-outlook, but because they have...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
While there are plenty of events and fundamental data points worth considering, we find many remain fixated on the...
“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
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