Video – Using history as a guide into year-end
In this short video we discuss how really strong years tend to stay that way...
Read MoreIn this short video we discuss how really strong years tend to stay that way...
Read MoreThe S&P 500 Index (SPX) closed October at a new all-time high and had the best month since November 2020, with all 11 sectors higher (led by the cyclicals)…
Read MoreIn this short video we discuss why we look at the U.S. Treasury Yield Curve and what it might be saying relative to the current narrative in the media...…
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.
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