“The sentiment around the tech space right now is so poor and so hinged to rates (Treasury yields) that even when rates come down, tech stocks don’t considerably outperform”

by Marketing | May 3, 2022 | Market Notes, Media Notes

S&P 500 Climbs as Financials, Energy Rack Up Gains Ahead of Fed Decision   Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational...

“Amazon is in harvest mode”

by Marketing | Apr 29, 2022 | Market Notes, Media Notes

Video: When Amazon is in harvest mode it does well     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the...

“Producers have drawn down inventory to bring cheap production online, and that trend cannot continue.”

by Marketing | Apr 5, 2022 | Market Notes, Media Notes

(Video) Inside Out: Finding Opportunities in Energy and Homebuilders     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“An inverted curve, no matter the maturities involved, is not very good at predicting the timing of recessions—historically”

by Marketing | Mar 28, 2022 | Market Notes, Media Notes

TREASURIES-U.S. 5/30 yield curve briefly inverts for first time in roughly 16 years     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“He’s going to try to do whatever he can to keep the curve from inverting.”

by Marketing | Mar 24, 2022 | Market Notes, Media Notes

TREASURIES-U.S. Treasury yields ease as market mulls recession signal     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...

“It’s really hard to justify massive capital gains for a model change.”

by Marketing | Mar 16, 2022 | Market Notes, Media Notes

Thinking About Outsourcing Investment Management? 5 Considerations.     Disclosures This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes...