2023 Outlook & Strategy Update
We believe Powell will “keep at it”. But we also believe he has misdiagnosed the …
We believe Powell will “keep at it”. But we also believe he has misdiagnosed the …
It’s the Fed’s “hold my beer” moment. After more than a year in which Federal …
2021 is now in the rear-view mirror and I believe that future financial historians may …
The inflation that we were emphatically told would be transitory and unmoored continues to persist …
Our 2021 Key Themes remain intact with an emphasis on Theme #2 Big Turns Take …
Headed into 2Q21, we believe cyclically sensitive sectors/regions are due for a breather while Gold …
Recently, a piece of collage art entitled “Everydays: The First 5000 Days,” by an artist known as Beeple, sold …
The central idea in the classic Mel Brooks comedy “The Producers” is that unscrupulous Broadway …
Currently, some market watchers have begun to openly question whether the bull market in stocks …
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