Author Archive
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Dec 19, 2025Regardless of whether forecasts are top-down or bottom-up in nature, over one year or longer, history tells us that predicting future market performance may be a futile exercise. -
Nov 14, 2025Animal spirits or anxiety? -
May 21, 2025Q1 vs Q2 -
Jan 24, 2025The equity risk premium has recently turned negative.
