Brief macro view – New Video!
Our economic recovery theme has become consensus, which means it is still due to pause as highlighted on 11/11 last week.
Read MoreOur economic recovery theme has become consensus, which means it is still due to pause as highlighted on 11/11 last week.
Read MoreI wanted to add a bit of perspective on our view given week's volatility...
Read MoreThere are times to be more aggressive in adding risk like the September swoon and into the whoosh late October, and then times to be more patient buyers.
Read MoreOur "stats dude" shows results immediately after and 3-months following a 1% gap higher in the S&P 500 (SPX) active futures to a new 52-week high...
Read MoreA market friendly election outcome. The election outcome has likely neutralized the far left and far right tail risk of the political spectrum, which could allow a more centrist view…
Read MoreWe wanted to discuss the election, macro and market action...
Read MoreMarkets anticipate unclear election outcome. The final results of the U.S. election races look to be too close to call at this point, but “blue wave” and prospect of significantly…
Read MoreElection uncertainty or increase Covid-19 cases has NOT had the dampening effect many feared.
Read MoreAnxiety and fear are running high as we head into Tuesday’s election, COVID-19 ramp, key economic data, and a Fed meeting.
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