Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset prices. These forecasts range wildly from 20, or 50% or 70% declines on any of these measures. In reality, all of the measures forecasted heavily depend on how long the economy will stay shut down in response to the pandemic (e.g….
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
The Major Trend Index moved up to the neutral zone in the week ended November 17th, winding up a...
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
In this week’s State of the Market we take a look at what the market may produce for the...
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural...
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This...
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