A Hindenburg Omen in an Oversold Market
What happens when an ominously sounding Hindenburg Omen occurs when the market is oversold? The notoriously unreliable Hindenburg Omen is said to...
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Could A Hawkish Rate Cut Rattle Markets?
The continued lack of disinflationary progress in the November CPI and PPI reports is setting up conditions for a hawkish rate cut at the December...
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The Public Embraces the Trump Honeymoon
In the wake of Trump’s electoral win, market participants have given him the benefit of the doubt and embraced a honeymoon. Expectations for equity...
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Bitcoin 100K: Buy or Fade the Animal Spirits?
Our base case calls for a brief period of stock market consolidation or shallow weakness, followed by a rally into year-end.
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Investing During an Era of American Exceptionalism
2024 was a year of American exceptionalism and asset return domination, led by the leadership of the Magnificent Seven. We believe Magnificent...
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