Economic Insights

The Last “Lost Decade” Favored Top Brands

Absolutely no one knows what will happen in the future. When you come across a person or firm that says they can predict the future, ask yourself why they aren't sitting on a 100-foot yacht in St. Barts versus talking to the media or you about their knowledge of the future.

Where Will Stocks Hit The Bottom?

We have all heard the adage, “the stock market is a discounting mechanism”. Stocks tell a story of the future long before the facts confirm it. Most growth stocks peaked in late 2021 and have experienced significant drawdowns ever since.

Where Will Stocks Hit The Bottom?

We have all heard the adage, “the stock market is a discounting mechanism”. Stocks tell a story of the future long before the facts confirm it. Most growth stocks peaked in late 2021 and have experienced significant drawdowns ever since.

The Strong Dollar Is A Risk To Corporate Profits

While many commentators argued the dollar would go bust due to the excessive debt levels in the U.S., such has hardly been the case. In 2022, as the U.S. economy is the “cleanest shirt in the dirty laundry,” the dollar rose sharply.

Consumer Spending Analysis: Why Performance May Change But the Thematic Never Stops

There is no right or wrong way to build an investment portfolio. Rather than spreading money across style boxes simply using backward looking performance data, which is a typical approach, we think there's a more thoughtful strategy that can add attractive diversification benefits and enhance returns over time. Loosely, this strategy is named, "thematic investing."

The Big Short Squeeze Is Coming

The latest rate hike announcement by the Fed sent stocks tumbling to the year’s lows. While last week’s market action was brutal, the good news is the markets are set up for a rather significant short squeeze higher.

Consumer Bear Markets

There are always some hindsight-based methods of predicting bear markets and taking full risk-off positioning. Sometimes they work perfectly. While other times they create a ton of capital gains and tax liabilities only to realize the exit level should have been where the cost averaging strategy began.

Asset Bubbles & Forward Returns

Asset bubbles have been prevalent throughout history. Whether it was the “Tulip bubble” in the 1600s, the South Sea bubble of the 1700s, or the Dot.com bubble of 2000, they were all a result of excessive investor speculation.

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