This week we are going to go backwards in time, and we are going to cover some of the material we did in late October 2020. That was almost exactly a year ago and viewers might remember our country was in the midst of all the political swirl...Click here to read transcription.
3rd Quarter Recap, 4th Quarter Reprieve
Wobble Week Turns Weak
Fight the Fed at Your Own Peril
What If Part Two: The Two Rules
What If...?
7th Inning Stretch: The Scorecard
Are We There Yet?
Burying the Lede: Fear Sells
Taper Tantrum? Seasonal Swoon?
Seasonal Swoon? That‘s Not Our Tune
Newsletters – Great Business...but their Advice? Exercise Caution!
Bad ”Breadth” You Say? Problem Solved and Bears Gored by the Bull...Again
Second Half Outlook Breakdown - Part Four: Demographics
Second Half Outlook Breakdown - Part 3: Volatility is Overstated
Second Half Outlook Breakdown - Part 2: Federal Reserve Liquidity
Second Half Outlook Breakdown - Part One: It‘s a Bull Market
Let the Good Times Roll
Equities, rotation and inflation: Growth stocks versus value
Stalled and waiting: Goldilocks forthcoming in H2 2021
Waiting: Whipsawing Away
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