U.S. Equity Strategy: Opportunities in Retailing Stocks
The S&P 500 remains in a long-term uptrend and a shorter-term, YTD consolidation. The next key resistance level to be tested is the all-time...
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U.S. Consumer Discretionary Sector: Complete Technical Analysis
Complete top-down and bottom-up technical analysis of the U.S. Consumer Discretionary Sector. Charts highlighted: AMZN, NFLX, COLM, PVH,...
299 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
822 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
917 Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
255 Views