Macro Observations
A trade deal between the U.S. and China was supposed to be one of the things that would mark a return to normalcy for the markets and maybe even ignite the next leg of the bull market. Even though we got one this week (who knows what’s actually
Global View
Meanwhile, Treasuries Are Stabilizing?
Leaders-Laggards
A Pair Of Tailwinds
Weekly Signals
Why a Cooling Labor Market Isn’t Cooling Investor Enthusiasm
Lead-Lag Live
Lead-Lag Live Video Of The Week
Closing Thoughts for the Week
Few.
Macro Observations
2025 has been a year filled with what one could charitably describe as “worry”. Around Trump’s inauguration, he re-emphasized his America First agenda with a series of policy announcements centered around protectionist trade and economic policies. His trade war has blanketed most of the United States’ biggest global
High Yield Spotlight
Every week, we’ll profile a high yield investment fund that typically offers an annualized distribution of 6-10% or more. With the S&P 500 yielding less than 2%, many investors find it difficult to achieve the portfolio income necessary to meet their needs and goals. This report
Global View
I Need Sleep
Leaders-Laggards
The Inflation Issue
Weekly Signals
Yeah...Me Neither
Lead-Lag Live
Lead-Lag Live Video Of The Week