What is going to Happen Next? Maybe that is the wrong question – Jordan Kimmel
Over long periods of time one would expect to see the stock market to continue to provide better returns than the fixed income market. What will have the best return […]
Treasuries
Shift Direction
With Q1 wrapping up in the coming days, so will any remaining Q4 2020 earnings reports. Q4 results were significantly stronger than the street had been expecting. In fact, according […]
Richard H. Driehaus (1942-2021) Requiescat In Pace
A true giant in the world of investing, a visionary, a philanthropist and former client, Richard H. Driehaus, passed away on Tuesday of last week. He will be missed by […]
The Question of Stock Market Leadership – Marc Sutin
Last week we discussed the Fed’s new monetary policy framework. In my view it implies that the Fed will not tighten policy in anticipation of inflationary pressures that may not […]
“The Bond Market Needs Your Attention” Marc Sutin
The driver for this week’s equity trading narrative will continue to be expectations for the Federal Reserve to accommodate investors with an interest rate cut at the next FOMC meeting. […]
Is there a threat to the market rally?
If there is a theme that could bring this equity market rally to a halt, it is not currently evident. As I have pointed out in recent notes, earnings estimates […]