Real-world issues
The historic market recovery off the pandemic recession low, speculative extremes in the market early this year, and anticipation of a monetary policy transition caused us to initiate and…
Read MoreThe historic market recovery off the pandemic recession low, speculative extremes in the market early this year, and anticipation of a monetary policy transition caused us to initiate and…
Read MoreIn this brief video, we discuss current (in)action in the market indices and what area has been correcting of late.
Read MoreWe have maintained an investment posture focused on the economic recovery theme due to the historic excess liquidity that should fuel a synchronized global recovery from the forced shutdown…
Read MoreIn this brief video we walk you through our current view and what it means...
Read MoreWe dig deeper into why the latest data shows a sharp slowing
Read MoreOver the course of the last year, we have maintained an investment posture focused on the economic recovery theme due to the historic excess liquidity that would be needed…
Read MoreOur take on Core PCE and its impact on Real Fed Funds + a Memorial Day thought
Read MoreVideo highlighting the three reasons the U.S. Treasury Yield hasn't risen with fear of inflation...
Read MoreWe have talked a good deal about the confused market environment over the past few weeks, and one of the most confusing topics has been surrounding the stall in…
Read MoreA short video highlighting two charts that show a confused market.
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