Macro Observations
Expecting A Seasonal Year-End Rally In 2023?
Not When We’re Living In The Anomaly
Newsletter
High Yield Spotlight
Way Overleveraged Way Too Expensive
Positioned In All The Wrong Ways
Global View
You Are Being Fooled
A Risk-On Week With Defensive Leadership
Leaders-Laggards
Staying Alive
A Dangerous Trend
Weekly Signals
All Signals On
But Not For Long
Closing Thoughts for the Week
Only Mega-Caps Got The Message
You're Being Fooled Again
Macro Observations
The Freight Industry Recession Is Real
And It’s Getting Worse Fast
High Yield Spotlight
For This 10% Yielder, A Reasonably Well-Constructed Portfolio Just Isn’t Enough
A Straightforward Approach
Global View
The Credit Contraction Is Already Here
The Lagged Effects Are Undeniable
Leaders-Laggards
Unusual Strength
An Important Week
Weekly Signals
The Relief Rally Didn't Change Anything
Treasuries Are Critical Now
Closing Thoughts for the Week
Are You Sure?
It's A Trap.