Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been largely a function of a painful underlying market rotation out of high Momentum and expensive Growth stocks as rates and inflation expectations underwent a sharp adjustment. We see higher rates largely as a function of earlier and stronger than expected economic…
Equity markets are in the midst of a growth scare for reasons we think will ultimately be resolved by...
Models are useful. They help us understand the world around us and aid us in predicting what will happen...
Welcome to this week’s State of the Markets. This week’s episode will hope to find a video recording, but...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
While certain individual stocks demonstrated massive downside moves this past week, the indices managed a consecutive weekly gain. In...
Can’t say it hasn’t been an interesting Q1 2023, right? With the New Year getting off to a sizzling...
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
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