Tactical indicator video summary
A brief video that discusses the backdrop of our four key tactical indicators...
Read MoreTGIF tactical take
That euphoric sentiment we have been highlighting since last November has been relieved.
Read MoreMarch Slide Deck Video Summary
We walk you through two key highlights of the March Macro Slide Deck...
Read MoreMarch Macro Slide Deck
The rise in rates not yet negatively impacting financial conditions. The sharp rise in long-term U.S. Treasury rates has caused fear of a more dramatic economic and market impact,…
Read MoreUpdate from vacation
We wanted to offer a brief update from vacation given the recent day-to-day volatility...
Read MoreRotation sensation correction video
New video looks at rotational correction, the inflection in credit, and our game plan ahead of a few days away...
Read MoreRotation sensation
The mega-cap sectors and stocks that benefitted from the Covid-19 pandemic stay-at-home (SAH) environment, weak economic activity, and new lows in fixed income yields have been giving way to…
Read MoreRotation Sensation Video
We walk you through some key charts from our Rotation Sensation Macro post
Read MoreTactical indicator video update
I wanted to walk your through our four key tactical indicators given the tumultuous week in the market...
Read MoreIndustrial and Credit Inflection – Summary Video
We wanted to highlight the two key charts in today's macro post...
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