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Apr 06 2018

Minding The Middle

  • Apr 6, 2018

As equity investors, we’ll readily admit to an excessive focus on the Federal Funds rate and the 10-year U.S. Treasury yield.

Feb 07 2018

Implications Of Extreme Momentum

  • Feb 7, 2018

Historically, leadership and breadth accompanying an upside market move is far more predictive than the pure momentum of the move. But when intermediate-term momentum is not just strong but exceptional (as it was until just recently), there has usually been even more upside to follow.