A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap defensive bias given tightening financial conditions and decelerating growth. Round it out with a barbell of small/mid cap value until valuations fully reset this Spring. A new year but same narrative, for now. Tightening monetary policy and decelerating growth supports our…
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
Humans are addicted to doomsday narratives. I’ve noticed that sometimes people WANT things to be worse than they are,...
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...
With consecutive down weeks for the markets and the manner in which this past Friday played out for investors,...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
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