Market Trends & Outlook

The “Halo Effect” on Healthcare

Despite normalcy settling in with almost 30% of Americans fully vaccinated and social restrictions gradually easing, investors should not forget the innovative power of specific sectors that became magnified throughout the pandemic.

U.S. Consumer Confidence Returns to Pre-Pandemic Levels

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

U.S. Consumer Confidence Returns to Pre-Pandemic Levels

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

Crypto and DeFi: The (R)evolution is Afoot

The global monetary & financial system is heading for a paradigm change. The next SWIFT system and financial market structures are being built all around us, from the grassroots up and with little regards for national borders and the analog reality that accompany them. The (R)evolution is afoot.

Crypto and DeFi: The (R)evolution is Afoot

The global monetary & financial system is heading for a paradigm change. The next SWIFT system and financial market structures are being built all around us, from the grassroots up and with little regards for national borders and the analog reality that accompany them. The (R)evolution is afoot.

The Social Experiment: The Game Theory of COVID-19 and Markets

Unconventional investing approaches such as insider buying, corporate buybacks, and socially conscious initiatives will remain the investing antagonist to traditional growth and value investing approaches that have the potential to capture “alternative” returns.

The Services Sector Mean Reversion Continues

Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.

The Services Sector Mean Reversion Continues

Monday’s ISM Services report highlights the robust recovery we are seeing across many of 2020’s laggard industries like travel, restaurants, and leisure services.

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