Video: Excess liquidity slowing
We dig deeper into why the latest data shows a sharp slowing
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.
Read MoreThe equity market is opening the week on a strong note, driven by an oversold rebound in the mega-cap stocks that have been under pressure over recent weeks on…
Read MoreNew video on how we walk through a confused environment using our intermediate-term tactical indicators...
Read MoreWhat do you do when you have heavy macro influences that are unlikely to have a near-term resolution? Inflation is going to rise due to the base effect from…
Read MoreThere is unlikely to be a resolution any time soon - New Video!
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