stocks
Newsletter
Leaders-Laggards
Why Does The Fed Pivot?
Maybe Because We're Fudged?
Weekly Signals
Party On
Good Thing We Never Had Inflation
Closing Thoughts for the Week
What Does Powell Know We Don't?
Higher For Longer? HO HO HO
Macro Observations
What Could Tightening By The Bank of Japan Look Like?
How Might The Markets React?
High Yield Spotlight
A Solid 16% Yielding Fixed Income Portfolio
But Lots Of Questions Around The Distribution
Global View
Small-Caps Still Hold The Key
And So Too Does China
Leaders-Laggards
The Big Test
Watch How Quickly The Narratives Change
Weekly Signals
More Signals Flip
The Year Is Not Over
Closing Thoughts for the Week
Flat Flat Flat
And The Big Question
Macro Observations
Those Market Forecasts You Keep Seeing? They’re Probably Garbage.
Atrocious.
High Yield Spotlight
Don’t Be Seduced By The 17% Yield On This Closet S&P 500 Fund
An Unsustainably High Distribution Yield