U.S. Equity Strategy: Buy The Dips
Despite our concerns regarding the growing performance disparity between the haves (e.g., Technology, FAANG, mega-caps, growth) and the have nots...
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US Equities Bet on Fast Fix to China's Woes, as Perceptions on US Economic Model Shift Positively
US equity investors have placed their bets on any disruption due to the coronavirus outbreak in China being short-lived in contrast to their...
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US Economy Provides Fed with Equity- Friendly Policy Backdrop, but Balance Sheet Concerns Linger
The lock down in China due to the coronavirus will impact other economies via supply chains, notably in Asia. The automotive sector is particularly...
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U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
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Buttigieg Disrupts the Gerontocrats' Party
The counting & reporting fiasco in Iowa continues, but it is clear from the early returns (62% of precincts) that 38 year old former Mayor Pete...
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