US Consumers Remain Resilient While Setting Record Sales During Black Friday and Cyber Monday
The CFA Institute published an insightful analysis of US Consumers, The Paper mentions: slower income growth, rising inequality, and demographic...
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Weekly Stock Bullfinder - Week of 5/23
These days, it seems to me that the business media and Twitter is all consumed with predicting when a U.S. economic recession will occur coupled...
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Let The Macro Polar Stars Guide You
Powell’s remarks in the Wall Street Journal interview this week were quite interesting, and markets seem to have noticed: we have seen quite some...
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Biden COVID-19 Response Plan: Overview of Its Inherent Investment Themes
Biden's recently-announced COVID-19 response plan suggests a number of investment themes. This Insight overviews the more significant of those...
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Overview of My Winners and Losers in 2019... And 5 High Conviction Ideas Going into 2020
In a follow up to similar styled notes from 2017 and 2018 Overview of My Winners and Losers in 2018...and 5 High Conviction Ideas Going into...
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