No month-end equity selling but likely buying, what if ship breaks, Oil and CTAs Over the past few days, the equity market was fairly weak despite no real change in the macro fundamental outlook. The Fed has remained dovish, the US stimulus was released as planned, and the pandemic and vaccination in the US are steadily improving. The European COVID-19…
Thank you for joining us for this week’s State of the Market. My voice is back, to a greater...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
If you’re an investor or trader, you’ve probably heard the following words dozens of times: This time is different....
Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...
It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but...
Nobody, not once, not ever, said it would be easy to make money in the financial markets as an...
As I watch the famed AMC series “The Walking Dead” I can’t help but to consider Bed Bath & Beyond (BBBY )...
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
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