This remains a confused market
There is unlikely to be a resolution any time soon - New Video!
Read MoreThere is unlikely to be a resolution any time soon - New Video!
Read MoreThe markets are seeing a bounce following the sharp move lower into Wednesday’s close. Where does that leave us with the “power-on stall”? Well, absent a major ramp into…
Read MoreWe wanted to pass a short video on our correction call - we are still sitting tight until the indicators suggest otherwise...
Read MoreOur core fundamental thesis continues to suggest we're early in a new economic and market cycle.
Read MoreI wanted to walk you through how the market may not be so unique and could act similar to 2004 & 2010...
Read MoreThe economy is reopening more aggressively, the economic data is either at or near record levels, EPS are off the charts relative to consensus expectations, and yet the markets…
Read MoreIt is hard to imagine that fiscal policy, monetary policy, and expectations for economic and earnings could get more optimistic than what took place yesterday. We would like to…
Read MoreIn this short video, we explain our current view on the 10-year U.S. Treasury yield and its potential market impact...
Read MoreThe S&P 500 (SPX) saw a lot of volatility last week without much progress. The closely watched large-cap index ended the week down just 0.1% from the prior week,…
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