With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of Ice as the determinant of when the mid-cycle transition will be over. We continue to favor consumer services over goods stocks and highlight our analysts’ key picks. Winter is coming but timing unclear.Fire has arrived with the Fed’s more aggressive pivot…
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...
For volatility ETP (exchange-traded product) traders, there are a range of products from which to choose. Some are relatively...
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...
Although we haven’t quite hit the earnings season stride, usually marked by the financials reporting results, investors will roll...
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
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