October 20, 2022November 6, 2022Opinions Fade Bear Market Rallies Repeated attempts to anticipate a so called Fed pivot has fed sharp […]
October 12, 2022November 8, 2022Webinar Authentic Event Driven Fund – 2022 Q3 Overview #AuthenticAsset #portfoliomanagement #investment For more articles by the author, please visit: www.authenticasset.com/insights
October 6, 2022November 6, 2022Videos We’re in the Middle of This Grand Experiment in Monetary Tightening – BNN Bloomberg – Authentic #AuthenticAsset #portfoliomanagement #investment For more articles by the author, please visit: www.authenticasset.com/insights
October 6, 2022November 6, 2022Videos Short Canadian Banks – BNN Bloomberg – Authentic #AuthenticAsset #portfoliomanagement #investment For more articles by the author, please visit: www.authenticasset.com/insights
September 8, 2022October 1, 2022Opinions Pricing Power – A Recipe for Volatility The shifting factors driving business pricing power concern policy makers and should […]
September 3, 2022September 3, 2022Opinions Jobs and the Meaning of Wage Pain The market has appropriately re-priced the Fed in the wake of the […]
August 21, 2022August 21, 2022Opinions Managing the Sting of Quantitative Tightening This chart gives us a different way of revisiting the adjustments underway […]
August 13, 2022August 21, 2022Opinions Exuberance With No Victory Lap This chart is on my mind as the rebound in risk appetites […]
August 6, 2022August 21, 2022Opinions July Jobs Fits the Fed (Fear) Narrative The July jobs data will make Fed efforts to jawbone rates expectations […]
July 28, 2022August 21, 2022Opinions Reprieve in the Higher Rate Cycle Nominal 10-year yields have hit their peak, if not of this cycle, […]