With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the right narrative has helped. We see the mid cycle transition ending with a 10%+ correction either by fire or ice which will determine the right leadership. Own Defensives, Financials & Consumer Services. Strong index and big rotations have left active managers…
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
After 3 consecutive years of double-digit returns for investors who stayed the course, through the ups and downs, downs...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
August is typically a lesser performing month for the S&P 500, only to be outdone by September. September is...
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
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