Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the Federal Reserve (Fed) reins in the sharp swings in liquidity, uncertainty and inflation will likely prove more volatile than during the pre-pandemic, low-inflation era. More uncertainty and higher inflation volatility increase the need for a well-diversified, all-weather investment mix. Market View—The…
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
Don’t be late. Life often throws us curve balls and when it does,all we can do is adjust our...
Our goal as a trader is to push aside FOMO. Create a bubble for yourself, shut out the noise!...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
Three trading weeks have been logged in the New Year and with that… still no signs of increasing volatility...
“I don’t think you can get to be a really good investor over a broad range without doing a...
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