What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all types. Recall that year-to-date through Q3 had been the worst start for a 60/40 portfolio since 1974, which was also an inflation and Fed hiking regime. However, as detailed in the Ned Davis Research chart below, following the other 2 drops below…
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
We know that historical analogs and averages can be overdone in market analysis, and our statistical approach (and maybe...
We’re back, and we hope that everyone is prepared for another adventurous year in the markets. As we enter...
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...
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