Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead? Often, navigating markets is a test for how much ambiguity we can handle. How many conflicting pieces of data can we hold in our minds without giving in to confusion or worse nihilism. There is little certainty in this game… only…
The market fell last week and snapped a 3-week win streak after the major indices danced around record highs....
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
The Major Trend Index held at a bearish reading of -3 for the week ended March 21st. The net...
Last week, the Q2 2018 reporting cycle kicked-off with some of the big banks reporting quarterly results. JP Morgan...
Now that’s how you bounce back from a sharp decline in the previous week. And why did markets bounce...
So far – so weird, but to-be-expected. One month and 1-week into the New Year and it’s already beginning...
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