Rather than focusing on valuation or fundamentals, momentum strategies use price behavior and relative performance…
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The dollar-debasement narrative is in full swing, as evidenced by the price of precious metals….
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🔎 At a Glance 🏛️ Market Brief – February Lives Up To Its Name We…
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In the equity model we are taking profits by selling five holdings back down to model weights.
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Google’s parent, Alphabet, just issued $32 billion in global debt, including ÂŁ1 billion of rare…
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“Based on its current assessment, the Governing Council considers that the key ECB interest rates…
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The delayed BLS employment report came in well above expectations, showing the economy added 130k…
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The top graph below, courtesy of Bloomberg, shows that the price of TLT, the 20+…
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In a blog last week titled Japan Is Normalizing: Risks To The Yen Carry Trade,…
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As we wrote in yesterday’s Commentary, efficiently rotating between overbought and oversold sectors, factors, or…
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🔎 At a Glance Technology Stocks: Dead or an Opportunity Market Brief & Technical Review…
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🔎 At a Glance Technology Stocks: Dead or an Opportunity Market Brief & Technical Review…
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At the start of 2026, we introduced our Factor Rotation Model. The model summary below…
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On Wednesday, Eli Lilly, the largest holding (15%) in XLV, the State Street healthcare sector…
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In the Factor Rotation Model, we are shifting the allocation to 80% growth stocks and 20% value stocks.
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Over the last couple of weeks, we have shared evidence that supports the reflationary narrative…
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Private credit funds were all the rage in 2024 and 2025 as institutional and high-net-worth…
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We are making changes to our fixed income (IEI/MBB) allocations and reducing mortgage REIT (REM/NLY) holdings in our equity and sector models.
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The wait is over, and President Trump has nominated Kevin Warsh to head the Federal…
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🔎 At a Glance 🏛️ Market Brief – Market Volatility Returns Markets ended the week…
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On the heels of strong fourth-quarter earnings reports, Microsoft is opening down 8%, while Meta…
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Over the last year, energy stocks have traded well despite crude oil prices languishing. For…
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Bloomberg recently published “Wall Street Grapples With A New Risk: A European Buyers Strike.” The…
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In the equity model we are selling reducing PANW, PLTR and JPM slightly and adding AAPL heading into earnings.
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On Monday, we discussed how the Truflation inflation gauge points to a sudden price decline,…
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With a 4.4% increase in economic growth in the third quarter and expectations that it…
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🔎 At a Glance 🏛️ Market Brief – The “Greenland” Impact This week’s markets were…
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Over the last few months, we have questioned the dollar debasement narrative. However, in this…
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We are rebalancing and taking profits in the allocations to precious metals
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A Danish pension fund, Akademiker Pension, which manages roughly $25 billion in retirement assets for…
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