Macro Strategy—No Respite For The Weary: After two years of a pandemic, the world now has to deal with an escalating conflict between Ukraine and Russia. Even assuming cooler heads prevail, and a diplomatic solution unfolds, the conflict has the potential to sow the seeds of a global recession. The Russian economy is small, yet its exports account for disproportionately…
Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...
Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This...
As the world begins to digest the future state of the Union or the United States of America under...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
Equity sentiment declined for the first time since May Our Sell Side Indicator (SSI) is a contrarian sentiment barometer...
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