Video – Further explanation on “do no harm”
In this brief video we highlight three charts that explain our current neutral view.
Read MoreIn this brief video we highlight three charts that explain our current neutral view.
Read MoreLast week saw a significant bounce from the prior week's downside. It is important to remember that while the major market indices were only lower by a few percentage…
Read MoreIt's all relative - key indicator still suggests rotation may favor Value...
Read MoreI have been out of touch the last couple days and let me tell you why.
Read MoreIn this brief video I discuss the current volatility, rotation, and two key charts.
Read MoreThe rolling 5-10% correction finally got around to the economic recovery theme following the June FOMC press conference and Friday’s comments from St. Louis Fed’s Bullard. The Fed was…
Read MoreIn this brief video we discuss why to not use initial economic release and where we stand in our view.
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…
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