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Weekly Insights
The Superlative Status Quo
Quarterly Update
Heat Check
The End of Fed-casting
Interesting Change
What Will Rise As Rates Rise?
Assessing the Market’s Current “Overvalued-ness”
What a Year!
Getting to Know What You Need to Know
Dollars To Donuts
The Fundamental and the Fantastical
Rise of the Machines
2021: Where Will the S&P Be?
Why This Market Rises
The Downside of Optimism
Have Capital, Will Travel
You Are What You Watch
If You Thought 2020 Was Surprising… Wait until 2021!
Glass Half Full of Vaccine
Divided We Rise!
A Nightmare on Wall Street
USA Cribs Edition
Deficits Widen with Biden!
A Stimulating Run
Up for Debate
Presidential Returns
No Interest, No Doubt
The Contrarians Strike Back
The Election Going Into Labor
Fed-flation
Economic Recovery vs. Political Stalemate
The Folly of Fear
Stimulus or Bust
It’s Time for a Change
Earnings & The Fiscal Spigot
Case by Case Basis
The Rise and Fall of COVID
How to Value this Recovery
More Money = More Everything
Return of the Mack… to Work
Green Shoots
Reconciling Wall Street and Main Street
The People Vs. The United States of America
Jobs and Markets Diverge
May-Be
The Halfway Point
Jerome Powell Saves the Day
Peak Fear?
Hits the Fan
This Nonsense is Making Sense
China, First In/First Out
Happy Birthday, China???
Worry is a Waste of Money
Upside Surprises with a Health Risk
Coronavirus and Brexit and Impeachment, Oh My!
The Virus and the Antidote
Coincidence? I Think Not.
World War 3
Happy New Year!
Hopes emerge!
Let There Be Jobs!
2012, 2016, and Now 2019?
Why Markets Rise as Discourse Falls
When Doves Cry
Flip It and Reverse It
Phase One Commences
Wheee… it’s more QE!
Another Stimulus Miss
Mr. Fiscal Fire and Mr. Monetary Freeze Conspire
The Global Political Recession Summons The Global Economic Recession
What’s To Like?
Present Your Proof, Please!
Newsletters
The Strategist: Are You Recession Ready?
The Strategist: The Neglected Part of Your Net Worth
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