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Latest Insights
Financial Nihilism & The Trap Young Investors Are Walking Into
The article from the Wall Street Journal titled “Why My Generation Is Turning to Financial Nihili...
The Value Rotation Illusion
“Value is back in vogue”, the media claim. Investors are rushing out of the high-flying mega-ca...
Speculative Narrative Unwinds
For nearly two years, markets were driven by the same speculative narrative that "this time is diff...
Century Bonds: A Long Term Bet On Google
Google's parent, Alphabet, just issued $32 billion in global debt, including £1 billion of rare ce...
BLS Labor Report Defies Consensus
The delayed BLS employment report came in well above expectations, showing the economy added 130k j...
Bond Yields May Plummet: Five Potential Catalysts
The top graph below, courtesy of Bloomberg, shows that the price of TLT, the 20+ year Treasury bond...
The Weak Dollar Narrative
🔎 At a Glance The Weak Dollar Narrative Market Brief & Technical Review From Lance...
Technology Stocks: Dead Or An Opportunity?
🔎 At a Glance Technology Stocks: Dead or an Opportunity Market Brief & Technical Revi...
Bears Are An Endangered Species
🔎 At a Glance Bears Are An Endangered Species Market Brief & Technical Review From...
