Video – Live from the Adirondack Symposium
In this short video we highlight why our tactical indicators suggest a temporary bounce and what we would look for to become more fundamentally optimistic:
Read MoreVideo – Mixed messages from our tactical indicators
In this short video we walk you through our four key tactical indicators and their messaging given the recent market consolidation...
Read MoreVideo – Live from GGC
In this short video we highlight some fundamental and tactical thoughts live from our 43rd Annual Global Growth Conference.
Read MoreAugust Macro Slide Deck
There are two major sets of flight rules in aviation, Visual Flight Rules (VFR) and Instrument Flight Rules (IFR). For VFR flight, you must remain away from clouds and…
Read MoreOur tactical indicators remain elevated
Thanks to a rally on Friday, the four benchmark indices closed with solid gains for the week.
Read MoreVideo – Assessing the rally and soft landing scenario
In this short video we discuss our tactical and fundamental view given the recent market rally driven by the recent slew of economic data reinforcing the hope for a…
Read MoreThe perceived sweet spot and our view
There is no question that the recent economic releases suggesting lower inflation and modest economic growth coupled with better-than-expected corporate profit reports in the Banking Sector have fueled the…
Read MoreVideo – A deeper look into market broadening
In this short video, we will walk through our view on the messaging of the broadening advance:
Read MoreJuly Macro Slide Deck
Although the economic data has been coming in a bit better than expected, and the equity markets have risen on the hope for a soft economic landing, the fundamental…
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