U.S. Equity Strategy: All-Time Highs Are Not a Sell Signal
We have said it before and we will say it again; new highs are not a sell signal. This time we are referring to the S&P 500 which is breaking...
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Things People Believe: Flat Earth, Faked Moon Landings, and Tesla $2100
Tesla Motors (TSLA US) stock closed near $2,100 per share on Friday, making it more expensive at more than $381 billion versus the combined equity...
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US Bond Market Vigilantes: Will Modern Monetary Theory Herald Their Return?
The prolonged period of Fed policy mistakes that produced unhinged inflationary expectations in the 1970s spawned the creation of the so-called...
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U.S. Equity Strategy: Up and to the Right
We continue to observe the market broadening out into the Cyclical areas of the economy. Our outlook remains bullish and we believe the trajectory...
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Investors Aren't Worried, But Tesla Seems To Be
Tesla Motors (TSLA US)stock is soaring to record heights, again, topping $1800 on Monday. That's up 30% in four days and up 113% since...
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