Observations: Confluence of Trends
Risk or Safety? Or as Howard Marks phrases it, “the most important question an investor must answer...
Risk or Safety? Or as Howard Marks phrases it, “the most important question an investor must answer...
As we cross the halfway mark of 2020, it is important to step back and quantify how stock market...
Covid’s Resurgence. This week a rise in % positive tests, increased Covid hospitalizations and news...
Double Top, or Not?Much of the recent resilience in the US Equity market has come from the top...
Time for Change- The killing of George Floyd and other recent notable public injustices people of...
The May Jobs Report Shocker left one TV economist and market participants alike “gobsmacked,” as...
The Flow of Fast Rivers. There has been a shift during this cycle toward growth investing and away...
Going the Distance: Appearing on 60 minutes last Sunday, Fed Chair Powell laid out the case that...
Monumental Shift: How the US government manages taxes, spending and debt will forever be changed in...
April Jobs Report: In what was the most depressing economic data point yet from the Covid fallout,...