Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and then fell 4% again. Overreacting in both directions is what equities do. Set your sails on things like macro but trim based on psychology because that’s what drives ‘short term’ action. ~Urban Carmel If you desire to watch the weekly State…
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
Today, as part of the Golden Capital Portfolio holdings update, I will be adjusting capital exposure minimally with iPath S&P...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s...
What Makes A Great Investor? Posted on July 12, 2018 by Andrew Thrasher, CMT There are many ideas to...
Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
We discuss: how S&P 500 valuation is very reasonable as we enter 2024 and this is particularly notable when...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we catch up on...
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