Let’s not blow things out of proportion, as the first full trading week of September and month-to-date returns are already off too a poor start. We have always known that this particular August – September period would prove treacherous for investors, and thus far it has born out the historic pattern that we had formerly characterized as the “chop and…
In 1987 shortly after Black Monday Peter Lynch was interviewed about the minimal hedging incorporated within the Magellan Fund:...
Does the Rotation Need a Vacation? The new leadership in small caps, cyclical stocks and commodities is well established...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
So far – so weird, but to-be-expected. One month and 1-week into the New Year and it’s already beginning...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...
EVERY BEAR MARKET EVER FOMO turns into, GIDOT (glad I don’t own that), everyone claims they were raising cash...
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