With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form of QE and therefore “risk on.” We argue it’s not, and instead represents the beginning of the end of the bear market as falling credit availability squeezes growth out of the economy. This Is Not QE…Once again, bond and stock markets…
If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
Check out some top-of-mind topics and subject matter surrounding the market ahead of this week’s key economic data and...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the...
The S&P 500 (SPX) closed a volatile, ugly week with a major correction and it’s largest since Q4 2018....
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