Markets Going Nowhere Over The Past Month Has Created Two Camps Of Investors
What follows is a portion of yesterday's premium note. Almost exactly one month ago, the S&P 500 was trading at...
Essentials
Three Reasons Getting Long Equities In August 2019 Will Come To Be Seen As A No-Brainer In The Future
When looking back at this time some years from now when the Dow is at 60,000, inflation is screaming and the Federal...
Macro Induced Chaos and A Tweet Happy President
There isn't a person on Earth who has experience in this type of market. It doesn't matter if your great great...
Risk On Investments Are Set To Come Alive, Act Accordingly
When we last left off in the perpetual saga of the U.S. equity markets, a clear statement of the fact that investors...
Buying Equities Here Involves A Simple Yes or No Answer To A Simple Question
We are now beyond the point of fears related to China and the ongoing trade war. This is news that has been more than...
Here Is Where We Are After The August Risk Reset
Since late July, one of the primary topics of discussion here has been an impending risk reset in the markets. Risk...