UK
Nov
07
2019
U.K. Stocks: Bottom Fishing… & Chips
A preview of the upcoming Of Special Interest that will examine if the tortured process of Brexit is creating an opportunity to bottom fish washed-out and unloved U.K. stocks. Time to buy?
Sep
10
2013
Data Dependency—September Taper Still Likely
More upside surprises are still likely and, despite the disappointing jobs report, the overall economic picture still supports a September taper. The improving economic picture is not just happening within the U.S., but in other major countries. We still believe the upside for the U.S. 10-year is limited.
Oct
04
2012
QE3 Is Ill-timed And Should’ve Been Saved For A Greater Risk Event
What is the Fed going to do if another risk event hits and the S&P goes down 15-20%? Pray?
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