Stocks attempted to rally this week. Following Tuesday’s abortive attempt to regain the considerable ground lost on Monday, the S&P 500 posted its best daily gain since 2020 on Wednesday (+2.65)....
Key Takeaway: Put/call ratios are high, there are more bulls than bears on both the AAII and II surveys (a rarity over the past decade) and active investment managers have slashed equity...
This All Star Charts +Plus Monthly Playbook breaks down the investment universe into a series of largely binary decisions and tactical calls. Paired with our...
Bond market moves are getting plenty of attention this week. 10-year Treasury yields dropped to levels not seen since the opening trading sessions of 2022 and German yields have dipped back into...
It was certainly a busy week filled with volatility-inducing headlines that produced sharp sell-offs and stunning reversals. And all in just four trading days. Stepping back from the noise, it can be...
Key Takeaway: Optimism wanes, and pessimism builds as the II bull-bear spread narrowed last week to just 1.2%, down more than 4% from the previous week. That brings the spread to its...
There are plenty of ways in which we make our lives more complicated. There’s an endless list of things we could look at that would obscure our perspective. If I’ve learned anything in nearly a...