US Financials: Banks Overhang, Capital Markets Gain.
US Financials allocations continue to drift lower, however they remain widely held among active managers. Banks are the key driver behind the move,...
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Choke Hold On American SMEs and Ongoing Liquidity Crisis
* Pandemic Stay At Home Orders To Be Extended: Â Excluding the Northeast Corridor and West Coast, major American cities would appear to be at the...
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QE6 – To Infinity and Beyond
Darkest Hour Ahead: The US is entering its darkest hour with the dumb college kids at spring break being the tipping point for community spread...
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The Month the World Stood Still (Part III) - Not Time to Bottom Fish Yet
In my two previous insights I provided my thoughts on what policy makers need to do to get over this relatively quickly and with as little pain to...
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Deja Wu – Corona Virus Now Infects Global Financials
 Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
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