Author Archive
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Jan 19, 2022If anything, fears about market breadth help extend stocks’ gains. -
Jan 17, 2022True inflation hedges don’t fall when inflation accelerates. -
Jan 14, 2022No indicator is perfect, but the market is right a lot more often than the zeitgeist. -
Jan 12, 2022Dollar fears are mostly a sign of sentiment, in our view. -
Jan 10, 2022The bull market looks likely to continue this year.
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Jan 7, 2022The first rate hike in a tightening cycle isn’t inherently bearish. -
Jan 5, 2022What to make of the year’s winners and losers?
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Jan 4, 2022The significance of IPOs’ big year isn’t what headlines make it out to be.
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Jan 3, 2022Stocks’ volatility was quite ordinary.
