Brief comment on ramp – New Video!
Our economic recovery theme has become very consensus. The time to add exposure as we passed the first speed bump in the September Swoon or Into the Whoosh in late…
Read MoreConsumer confidence softens
The U.S. consumer was less optimistic in November, with the three indices pulling back from October levels.
Read MoreThe return of the dove
President-elect Biden has started picking his team, and it appears his choice for Treasury Secretary is none other than the former Fed Chair Janet Yellen. We see this as a…
Read MoreTuesday take…
S&P futures are trading above Monday's close, amidst a positive session in Europe and a mostly higher close in Asia overnight.
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