If you were asked to do nothing as an investor for the week to come, could you do it? Sometimes the simplest and most appropriate measure to take is the most difficult for investors and traders alike. We think this is an appropriate manner in which to contextualize markets near-term and with respect to growing macro-uncertainties caused by COVID-19. Having…
Good weekend to everyone and with the final trading day of calendar year 2018, we can’t help but desire...
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
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