With equity markets hitting all-time highs, bitcoin touching all-time highs, and COVID-19 cases collapsing, the world would seem near perfect for investors. [i] [ii] [iii]
Specifically, retail sales are clearly heating up in January and across several segments. It would… More >>
The most frequently asked question right now is, “Are we in a bubble?” The simple answer is, “I can’t tell.” It’s an entirely natural question and answers will vary based upon the strategy and motivations of the person you’re asking. [i]
Here is what we know: Valuations… More >>
The most recent jobs report suggests the economic recovery is softening. Of course, that seems obvious since we have been in stuck in another “lockdown” phase. Most service sector jobs are in a deep freeze― especially in the travel, leisure, and hospitality industries. In… More >>
What should be an all-consuming week of rich data will likely be hijacked by another bout of pandemonium around the drama with GameStop and the Reddit message board.
The week ahead is poised to be full of macro economic releases that could provide critical direction on… More >>