One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4 2018, is that is merely a human assessment, something that has an increasingly insignificant role in the equity markets. The equity markets are increasingly underpinned with programmed algorithms and found with less and less active fund managers. Combined factors only serve…
Under a framework of knowns and unknowns, the world is a confusing place right now with the Russian invasion...
If you were asked to do nothing as an investor for the week to come, could you do it?...
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
US Equity Strategy Style Positioning, Value Squeeze, Winner Takes All Rising odds of a sharp Value squeeze in the...
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
“While so many worry about trying to grab a few pennies in front of a steamroller… We could be...
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
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