Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to be working to “fight the Federal Reserve.” He coined the phrase bond vigilanteism. As the Fed was cutting rates “on and off” from 1984 – 1988, often times the long end of the Treasury yield-curve would remain elevated, sometimes rising altogether….
We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
Welcome back to our weekly Research Report cycle (3-weeks on, 1 week off). The markets are expressing a very...
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
Just 10 days ago, the Federal Reserve signaled a likely pause in the rate hiking campaign to fight inflation....
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
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