Macro Observations

Macro Observations

Do Regional Banks Deserve To Be Getting Pulled Higher By Small Cap Momentum?

The Value Trade In Focus

Macro Observations

Did CrowdStrike Just Expose Just How Fragile The Future Of AI Is?

Spoiler Alert: Few.

Macro Observations

Is This Small-Cap Rally Good Or Bad

What Does It Mean For The Future?

Macro Observations

Why You Should Consider Mitigating Your Downside Risk

A Look At Buffer ETFs

Macro Observations

This Could Be The Crack In The Dam

Deep Junk Bond Spreads Expanding

Macro Observations

Is Japan’s Fiscal Situation Not As Bad As It Seems?

All Sides Of The Argument

Macro Observations

Are We Headed For Volmageddon 2.0?

I'll Tell You After It Happens

Macro Observations

May’s Cooling Inflation: Trend Or Aberration?

Plus The Absurdity Of Costco

Macro Observations

We’re Starting To See The End Of The Duration Bear Market

Has The Cycle Turned?

Macro Observations

The Rise Of The Yen

The Reversal Of The Carry Trade

Macro Observations

Just Because You’re Early Doesn’t Make You Wrong

Time Is Undefeated

Macro Observations

Roaring Kitty Is Everything That’s Wrong With This Market

The Casino Must Close