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…
Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
Market and Volatility Commentary S&P 500 back to highs? Quantifying Fed impact on the multiple; Sunshine – a factor...
Here we are only a few short days since offering to investors the potential with ProShares Ultra VIX Short-Term...
Long-term trends and short-term emotions are both powerful. Former can build wealth, latter can sabotage that effort. ~Brian G...
Fitbit (FIT) is going to struggle with its metric results in 2017, be they financial or operational. This continues...
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...
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