“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence of skill.” ~Bill Miller **Unfortunately, due to scheduling issues, we will not be delivering a weekly Research Report this Sunday. We will start up our typical 3-on 1-off regiment in the following week however. To watch the weekly State of the…
Narrative vs. Flows, Liquidity-Volatility-Flows Feedback Loop, QE/QT and Liquidity Narrative vs. Flows By Marko Kolanovic, PhD and Bram Kaplan,...
As interest rates climb and inflation shows signs of cooling — where are stocks in the market cycle? Equities...
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
If you enjoy roller coasters then you probably enjoyed the market action this past trading week. From peak to...
When momentum develops, it can become a driving force greater than fundamentals and rational considerations. Such was the case...
Closing out the 1st week of earnings season found the major averages higher last week. In the wake of...
After a 5-month long downtrend in market volatility and an exceptional rally off of the March lows, it has...
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