Insights
The Levers Pulling The Markets Have Changed
It's important to realize that the levers moving the markets have shifted in 2018. It's a concept I have been...
Q3 Earnings Are A False Flag For Investors
At present the markets are doing an extraordinary job outlining exactly what matters moving forward. Any level of...
The Bottomline: What Higher Interest Rates Mean For Investors
What has become clear following the destruction of government treasuries this past week, besides the fact that we are...
Antagonism In Portfolio Positions: A Clinical Study
Antagonistic behavior in all situations is an action that seeks a disproportionately greater reaction in order to...
When Contrarian Theory Fails
Every single day in the markets somebody attempts to make a contrarian statement in one form or another in order to...
Four Sectors That Actually Offer A Risk/Reward Opportunity To Investors
As we move onto the full on trade war chapter of our current novel, it's important to realize where the risk is in the...