While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset prices than most investors believe. Good news, supply is improving but will it arrive at the wrong time? Meanwhile, factors and styles remain volatile — stick with large cap defensive quality. Tapering is tightening for markets, if not the economy. Due…
You’ve heard me say it time and time again, read it maybe a couple dozen times and possibly benefited...
The headlines were daunting and played out in price action this past week much as the first 100+ days...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...
With only a week of trading under our belts in 2017, maintaining a core short position in ProShares Ultra...
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
As the rally has rolled onward and upward, not everyone will achieve markedly satisfying results. Essentially, there will be...
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