With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has played out. However, the headwinds to growth from this policy shift, still historically high inflation, payback in demand, and the war in Ukraine are not priced. Downgrading Financials to Neutral. Don’t Fight the Fed. The Fed is committed to getting inflation…
If Risk Management is priority #1… Is that Opportunity Risk or is that Downside Risk? The threat from the...
For the S&P 500 (SPX) it proved to be the week that investors went to sleep, as the benchmark...
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
Heading into 2016, I had positioned my portfolio for greater gains by increasing my exposure to volatility or VIX leveraged ETFs....
Athanasios P. Fassas 1 and Nikolas Hourvouliades 2,* 1. Department of Accounting and Finance, University of Thessaly, Larissa 41110,...
Markets are firmly in the thrawls of another September swoon, which is all-too familiar and painful for many investors....
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