Springing forward to debunk two popular myths
Highlights Investor worries that record debt levels will cause a disaster soon are likely misplaced Modern Monetary Theory’s assumption that we can have unlimited debt…
Read MoreHighlights Investor worries that record debt levels will cause a disaster soon are likely misplaced Modern Monetary Theory’s assumption that we can have unlimited debt…
Read MoreThe Consumer Discretionary Sector has had a nice bounce, gaining over 20% since the 12/24/19 low.
Read MoreAt 10am the U.S. Census Bureau released data on construction spending which showed spending picked up after two months of declines.
Read MoreI keep hearing the financial media and people like me suggest we are 10 years into a bull market. That is just incorrect. There was a…
Read MoreBullish sentiment finally breaks its longest streak of consecutive gains since at least 2008.
Read MoreBut one technical signal suggests the sector may be due for a pause.
Read MoreWe have published our March Macro Slide Deck this morning. This month’s flagship strategy product is focused on a few key topics:
Read MoreThe muscle memory of the 20% S&P 500 (SPX) market crash in the Q4/18 has investors wondering if there is going to be another major drawdown following the…
Read MoreThe National Federation of Independent Businesses (NFIB) released their small business optimism index this morning and it showed business confidence improved slightly last month.
Read MoreI am on the second week of a long road trip. The market is really reinforcing our view that more dovish Fed policy is the most important ingredient today. …
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