Investment Strategy & Research

Macro - Cyclical & Secular Trends - Fundamentals - Technicals - Market Structure

Recent Posts
The Outlook For The US Economy Is Bullish
The Outlook For The US Economy Is Bullish
Why We Won’t See A Recession In 2024
Why We Won’t See A Recession In 2024
Oil: The Top Is Likely In For Now
Oil: The Top Is Likely In For Now
Now Is Not The Time To Buy Bonds
Now Is Not The Time To Buy Bonds
What Are Markets Pricing In?
What Are Markets Pricing In?
How High Can Stocks Go In 2024?
How High Can Stocks Go In 2024?
A Short-Term High In Oil Prices
A Short-Term High In Oil Prices
The Bottom Is In For Natural Gas
The Bottom Is In For Natural Gas
The Red Flag Looming Over Markets
The Red Flag Looming Over Markets
Plenty Of Reasons To Be Bullish Oil
Plenty Of Reasons To Be Bullish Oil
Featured Posts
Inflation Is Down, But Not Out
Inflation Is Down, But Not Out
Growth Outlook Improving, But Worst Is Yet To Come
Growth Outlook Improving, But Worst Is Yet To Come
Beware The Credit Cycle
Beware The Credit Cycle
The Case For Secular Inflation
The Case For Secular Inflation
Headwinds Remain For Energy Markets
Headwinds Remain For Energy Markets
The Tail Is Wagging The Stock Market Dog
The Tail Is Wagging The Stock Market Dog
The Consequences of Passive Investing
The Consequences of Passive Investing