“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.” ~ Jack Bogle If you would like to watch this week’s State of the Market, please click the provided link . This weekend we will not be publishing a weekend macro-market Research Report, but will pick our monthly cycle up once…
Context and Comprehension are Key 🔑 A woman without her man is nothing! A woman: without her, man is...
Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
Like many a retailer before Target (TGT), the big-box department store chain announced a dismal sales performance for the...
The month of October gets all the “love,” but since 1990, August has been the cruelest month for stocks....
Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...
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