Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the Russell 2000 (RUT), maybe all of the above. Since Black Friday, the markets have come under “heavy fire”, with pessimism, fear and volatility like many investors haven’t seen in a while. It’s times like these that investors and traders can often…
By David Kastner: Sector rotation is perhaps one of the best known and widely implemented investment strategies within equity portfolios....
The way Technicians feel about Fundamentals is the way Quants feel about Technicians!! Know which discipline aligns mostly with...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
The ECI is the best measure of wage growth, but you still need to look under the hood, not...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
Late in 2016 and after Bed Bath & Beyond (BBBY) reported their Q3 2016 results I authored a detailed analysis of...
That was the longest, short trading week I’ve ever experienced (Seth Golden taking the helm of this week’s reporting,...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
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