Wait: Is It 2001 Again?!
Looking at historical parallels to assess prevailing macro conditions can be a useful exercise - also in markets, one can argue that in the end...
277 Views
Fading The Soft Landing Narrative
A ‘‘very strong’’ labor market report coupled with the first preliminary signs of inflation slowing down have brought back 2021-like euphoria in...
466 Views
Time To Buy Bonds?
In yesterday’s Senate Banking Committee hearing, Powell brought his hawkish stance to new highs: a strong economy underpinned by healthy levels of...
408 Views
Charts to Watch.
Nasdaq 100 is trading below the 200-day MA since mid-January. Now the index is trying to go back above the MA for the second time in a couple of...
259 Views
Has Your Portfolio Realized That The Money Printer is Out of Order?
‘‘There are no gurus. There are only cycles.’’ Michael Gayed The money printer is out of order in 2022. Actually, we are even looking at BRRRR...
324 Views