Hey Folks, markets were on fire this past week and proved very resilient given the backdrop of negativity and downside risks that continue to drive...
Category - Weekly Round Up
Hey Folks, as we round out the second half of May the odds favor more downside in US markets. Get my take on the current state of the US Economy and...
Hey folks, interesting week where we say the US FEDs indicating a rate pause yet there is still an underlying issue in Regional Banks. Get my take...
Thus far Q1 Earnings are coming in better than the low bar set for them but still showing slowing growth with land mines laying in wait over the...
Hey folks, our thesis continues from the prior week with Bond volatility showing high levels while Equity Volatility is at lows not seen since early...
Hey folks, the markets are setting up for a big decision point; –rate cuts at the end of the year, or holding rates at or over 5% thru the end...
