J.P. Morgan: Steepest Rise in Concentration, Narrowest Leadership, ML Application of Crowding to Predict Market Returns

by Ian Shephardson of Pantheon MacroEconomic ADP and JOLTS are Unreliable Guides to Labor Market Trends The record of...

Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a...

Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...

Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...

Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...

With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...

While it may seem like a “broken record” statement it is also the reality and that reality offers that...

By Morgan Stanley’s Mike Wilson and Team With bond markets questioning the Fed’s dot plot, bond volatility has increased...