The strong start to the year for risk assets was upended in the final week of January, as the rise of Reddit retail traders managed to produce outsized fear amongst the hedge fund community. With that, came massive deleveraging that hadn’t been seen since March 2020 and prior to that in 2009. Morgan Stanley: Monday & Tuesday last week ranked…
STRATEGY: July/August “chop” morphing into full Missouri (aka “show me state”) –> tilting us further into “risk-on” view –>...
The big money is made in waiting and simplicity. Not in overactivity and complexity. ~Brian G of Alphacharts You...
As I watch the famed AMC series “The Walking Dead” I can’t help but to consider Bed Bath & Beyond (BBBY )...
1. The economy is holding up better than expected, but recession risk remains. In the third quarter, easing inflation...
Last week was “stress test” of sorts for equity markets. The combination of “hot” ISM, coupled with Fed members...
IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical,...
Paul F. Desmond Lowry’s Reports Inc. 26 February 2002 Ask one hundred investors whether this is a bull...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
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