Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a faster transition to mid cycle dynamics which means it’s time to upgrade the quality in one’s portfolio. One sector shift that makes sense is Discretionary to Staples which received a lot of pushback. Today, we defend both calls and provide new…
Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...
This past trading week was met with more disappointment for the bulls, as a usually strong February monthly Options...
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
In bull markets, investors are blind to the risks. In bear markets, investors are blind to the opportunities ~...
Nobody, not once, not ever, said it would be easy to make money in the financial markets as an...
Posted on August 6, 2018 by Andrew Thrasher, CMT I’ve spent a great of time looking at and...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth NOBODY...
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