September 23, 2021October 30, 2021Opinions High Stakes in the Liquidity Game Global dollar liquidity surged in 2020 with the Fed’s $120B monthly bond […]
September 16, 2021October 30, 2021Opinions Diversification & the Plucked Fruit of Real Returns This chart foreshadows how real returns in equities are likely to evolve […]
September 9, 2021October 30, 2021Opinions Fed Tapering and Higher Real Yields The chart gives us a different way to view potential market adjustments […]
July 15, 2021July 16, 2021Perspectives The Best Of All Possible Worlds • The compression of yields, inflation expectations, and volatility in Q2 was […]
April 6, 2021April 8, 2021Perspectives Emerging Headwinds • Our near-term outlook remains bullish, but our sentiment has been trimmed […]
January 12, 2021January 25, 2021Perspectives Bubblicious – Policy Is the Bubble It is a struggle to find anyone not pleased to kiss 2020 […]