Insights
Here’s Why Central Bank and Stock Market Hedonism Won’t Be Stopped For At Least Another Decade
We are currently in year 6 of the current secular bull market. Let that fact sink in. The secular bull market that...
The Latest In A Long String Of Bearish Billionaires You Shouldn’t Listen To
The current secular bull market has been masterful in its ability to keep the vast majority of market participants...
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...
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...