Investors, it seems, are resigned to following the main current of the river. That may be a good strategy for a boater looking to drift along
Fly Fishing and the Market
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Inspiration
The pandemic should be bringing nations together in the face of our common threat. Instead we see nationalism and borders closing. So here
Wanted: New Leadership
Another week and more rising global equity markets. But also, more outperformance by the market’s stalwarts —growth, technology and momentum.
TINA, Meet Keynes
TINA – There Is No Alternative – is a popular Wall Street acronym describing a key reason why equities remain so popular. TINA is about
A Bend In The Road?
After a powerful and nearly uninterrupted rally dating from late March, global equities lurched sharply lower this past Thursday, before staging
Recovery or Relapse?
Beneath the market’s joyful response to inflection points, levels of spending, output and joblessness remain bleak.
Pandemic, Payrolls, Protests and Politics
Wall Street’s favorite adage, ‘climb a wall of worry’, may soon be put to test. Following the powerful equity market rally of the past
Where’s the Bottom?
Alongside the US Memorial Day holiday, we explore the latest high frequency indicators of global economic activity. Our aim is to provide
Re-Opening Does Not Signal Buy
Markets dipped this past week. Might this signal the end of the recent rebound? Or is it merely a pause, with further gains to come?
Update On A COVID-19 Vaccine
Humankind has never had a more urgent task than creating broad immunity for coronavirus. Realistically, if we’re going to return to normal,
The Covid-19 Mental Health Crisis
Mental health is a huge problem in the United States. About one-fifth of all Americans grapple with psychological disorders, and only half
On the Same Page—For Better or Worse
This past week equity markets continued their impressive recovery from their Covid-19 lows.