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#638
Mar 15, 2025
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#638

"The big news in the UMich data was not inflation expectations"

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DC Lite #321
Mar 15, 2025

DC Lite #321

"The big news in the UMich data was not inflation expectations"

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#637
Mar 14, 2025
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#637

"Investors say they are pessimistic but are still invested aggressively"

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DC Lite #320
Mar 14, 2025

DC Lite #320

"Investors say they are pessimistic but are still invested aggressively"

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#636
Mar 13, 2025
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#636

"History shows that S&P 500 drawdowns are usually good buying opportunities"

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DC Lite #319
Mar 13, 2025

DC Lite #319

"History shows that S&P 500 drawdowns are usually good buying opportunities"

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#635
Mar 12, 2025
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#635

"The street is as bearish crude oil as it was in March 2020 when planet earth effectively locked down"

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DC Lite #318
Mar 12, 2025

DC Lite #318

"The street is as bearish crude oil as it was in March 2020 when planet earth effectively locked down"

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#634
Mar 11, 2025
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#634

"European stocks’ outperformance has gone a long way, but in the big scheme of things the recent move remains a blip"

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DC Lite #317
Mar 11, 2025

DC Lite #317

"European stocks’ outperformance has gone a long way, but in the big scheme of things the recent move remains a blip"

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#633
Mar 08, 2025
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#633

"The history of Trump’s first term suggests a high pain tolerance for equity market weakness"

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DC Lite #316
Mar 08, 2025

DC Lite #316

"The history of Trump’s first term suggests a high pain tolerance for equity market weakness"

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