U. S. Equity Strategy Weekly
We are witnessing widespread bullish inflections throughout the U. S. Financial Sector, specifically within our Asset Manager, Bank, Credit Card...
519 Views
U.S. Equity Strategy Weekly: Actionable Banks & Asset Managers
The technical narrative of the U.S. equity market remains bullish, and it’s not the S&P 500 and Russell 2000’s new highs that are talking the...
441 Views
Case-Shiller Property Indices Hugely Misleading...and Different from Stocks (LT Invst Windows Tight)
This topic has nagged me for some time. Two months ago when the Case-Shiller Home Price Index “made a new high” and after new highs again this...
1.1k Views
'America First' Agenda Remains Contradictory, Vietnam Trip Notes…
Wall Street has projected its wildest fantasies onto the largely blank canvas Trump provided, but this is politics reinvented as performance...
1.2k Views
Marketnomix Insights : United States
The US economy is expected to get a boost in 2017 through increased infrastructure spending and a lowering of corporate tax rates with the...
454 Views