What is next for markets? Investors should position forrising odds of Trump re-election In March, we were the first to argue that the market will reach all-time highs (ATH) in 2021, and after the Fed’s second intervention in April, we elaborated why ATH is likely to come even earlier (see here). This was not just considered contrarian, but also ridiculed…
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
Long-term trends and short-term emotions are both powerful. Former can build wealth, latter can sabotage that effort. ~Brian G...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
Are private sector balance sheets, income & profits, liquidity, and pessimism simply too strong to have a recession? By...
Capital Economics We think the 10-year Treasury yield will end the year well below its current level. The sell-off in...
This week is likely to prove a considerably important week as equity markets have gyrated back and forth throughout...
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