Waking From A Slumber? We’re very skeptical that the rally from last October’s low represents the first leg of new bull market. But if it is—as many believe—then it has unquestionably inherited the worst set of genes we’ve ever observed in the species. Compared with its ancestors of the last 100 years, this, hypothetical (thus far) new bull will have…
In the latest week, the Dow fell 0.6%, the S&P lost 0.7% and the Nasdaq fell 2 percent. For...
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...
We were expecting a rather large move for the S&P 500 (SPX) last week and we sort of got...
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
If you enjoy roller coasters then you probably enjoyed the market action this past trading week. From peak to...
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