Video – Imminent recession signposts
In this short video we highlight our ways to identify the start of a recession, whether the initial Fed rate cut following a tightening cycle is a buy signal,…
Read MoreIn this short video we highlight our ways to identify the start of a recession, whether the initial Fed rate cut following a tightening cycle is a buy signal,…
Read MoreIn Banks suggests bounce then trounce, we noted the historic drop in the KBW Bank Stock Index (BKX) and what it means for the broader market.
Read MoreIn less than two weeks, traders have gone from expectations of a Fed hike of 50-basis points to tame inflation, to having a coordinated announcement from the major global…
Read MoreIn this short video we highlight how the current banking issues reinforce our view for recession, "the" low, and opportunity ahead.
Read MoreSince the Fed began aggressively raising rates we have remained cautious on U.S. equities because the Fed was lifting rates in a historic way into a generationally levered system.…
Read MoreThis market is all over the place and the smartest people I talk to feel the same way as me – to do anything or make any assumptions based…
Read MoreThe 2-year U.S. Treasury Yield is down over 50-basis points this morning on the fear of a worsening financial crisis.
Read MoreOver the past three days, the KBW Bank Stock Index (BKX) has dropped 11.94%.
Read MoreIn this short video, we cover the mixed message the Fed sent this week, and why we are sticking to our game plan.
Read MoreThe better-than-expected economic data and subsequent rise in inflation expectations may throw a wrench into Fed Chair Powell’s “disinflation” view.
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