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…
Although we haven’t quite hit the earnings season stride, usually marked by the financials reporting results, investors will roll...
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
Through the first 4 days of the trading week, the S&P 500 (SPX) managed to gain 10 points; that’s...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that...
For this week’s tech report, we focus on that shiny precious metal: gold. Ever since the post-recession high in...
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