Weekly Stock Bullfinder - Week of 8/14
The start of the second half of the year so far has seen a change in the market themes versus the first half of the year.
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Positioning Watch – The Chinese Disappointment Is Written All over the Latest Positioning
Weekends provide the perfect opportunity to review the market’s performance over the past week – and this week has again been full of volatility...
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Did Equity Investors Just Give Up on Inflation Hopium?
The S&P 500 Index price action following the latest US inflation data data suggests inflation-market dynamics are changing.
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The “ AI Revolution” : A Cautionary Tale and Its Investment Consequences
The re-emergence of AI as a topic of hype, caution and investment contains, in equal parts, the re-discovery of a pre-existing technology, but now...
Curve Steepeners and the Boomer Trade
As highlighted in our data dive yesterday on the curve we see the steepener case as increasingly compelling. From our portfolio, you will also...
312 Views