Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so simple. You’re the second richest guy in the world, it’s so simple. Why doesn’t everyone just copy you?” Warren Buffett: “Because nobody wants to get rich slow.” To review the State of the Market video analysis, please click the following link….
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
The Fed’s “surprise” move toward tapering that took markets lower last week is just the moment of recognition for...
It was a good day for Fitbit (FIT) shareholders yesterday and one that could not come soon enough. In...
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...
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