2017 Chart Based Portfolio Returns of 16% and 6%
To close out 2017 we wanted to review some of our best and worst calls for the year. Closed position return was 16.29% and current open positions...
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Chart of the Day: A Distinct Lack of Interest
The post-GFC collapse in the debt service ratio of US households is another key reason for optimism about the economy's medium-term prospects and...
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U.S. Equity Outlook: Sector Themes & Synopsis
Approaching the close of 2017, a year whose subdued volatility masked frequent rotation, we turn to Sector and Group themes that we expect to offer...
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Chart of the Day: The Comeback Kid
The story of the US economy this year has been upward growth surprises and downward inflation surprises, producing an equity-friendly mix of...
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Republican Tax Cuts Will Cause Deficits to Balloon, and Bonds to Sell off Dramatically in 2018
-Soaring ISM (PMI 58.2; new orders 64) point to a sharply strengthening US economy in 1H 2018, with scant remaining slack in the labour market. The...
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