Yield Curve Mythbuster
Myth – The flattening of the long-duration U.S. Treasury Yield Curve is a negative economic and market signal.
Read MoreMyth – The flattening of the long-duration U.S. Treasury Yield Curve is a negative economic and market signal.
Read MoreSometimes the market just needs to rest after a strong run higher. We speak to some of the excuses that may be used...
Read MoreIn this short video we discuss our view that fear of stagflation is overblown.
Read MoreStagflation is an economic period characterized by high inflation, slowing nominal growth, and weak employment. Although we now have high inflation as measured by the Core PCE, and nominal…
Read MoreIn this short video, we discuss the rally over the past two weeks and how it might impact the landscape over coming days/weeks. While the improvement in the intermediate-term…
Read MoreIn this short video I discuss how the issues facing investors are real, but so too is the investor reaction to them.
Read MoreThere is no question the macro backdrop has deteriorated over recent months and fear is beginning to take hold as inflation, expectations for slower economic and EPS growth, and…
Read MoreOn our intraday upgrade Monday, we intentionally used the title, Into the whoosh – weakness creating year-end opportunity, because our buying game plan for buying is to add exposure…
Read MoreIn this brief video we graphically walk you through three decades of government shutdowns to see if there is an impact...
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