Research Highlights



U.S. Tech Stocks: Gathering Headwinds – March 1, 2021
U.S. Fiscal Policy: Too Much Of A Good Thing? – February 22, 2021
First The U.S., Then The U.K. And Germany – February 16, 2021
Global Equities: Economic Growth Needs To Boom – February 8, 2021
U.S. And China: The Two Global Equity Elephants – February 1, 2021
U.S. Bank Stocks: Has Godot Finally Arrived? – January 25, 2021
Treasury Yields: Ride The Waves – January 18, 2021
The Beginning Or End: The Capital Markets Versus The Economic Cycle – January 11, 2021
Lots Of Uncertainty, But Also Lots Of Opportunity – December 28, 2020
A Surprisingly Good Year: Let’s Do It Again? – December 21, 2020
Inflation Is Dead, Or Is It? – December 14, 2020
Fixed Income: A Potential Disruptor In 2021? – December 7, 2020
Oil Demand Is Recovering, But Supply Will Remain The Swing Factor – November 30, 2020
The Great Rotation: Are You Positioned? – November 23, 2020
The End Of The U.S. Dollar Era – November 16, 2020
In The End, The Economy Dominates – November 9, 2020
Tactical To Secular Investment Opportunities – November 2, 2020
U.S. Growth Stocks: Late Innings – October 26, 2020
Trump Versus Biden – October 19, 2020
Layoffs: Temporary Or Permanent? – October 13, 2020
Consolidation Continues – October 5, 2020
Time To Rotate Out Of U.S. Stocks? – September 28, 2020
A Peculiar Deflation Scare – September 21, 2020
Seeking Out New Investment Ideas – September 14, 2020
Not So Strong Under The Surface – September 8, 2020
The Great Rotation: Part II – August 31, 2020
Can Global Stocks And Corporate Earnings Stay Decoupled? – August 24, 2020
Could Inflation Blindside The Bond Market? – August 17, 2020
Global Equities: Not As Healthy As They Appear – August 10, 2020
The U.S. Dollar And Equities: The End Of An Era? – August 3, 2020
  • All Research Highlights