The Consumer and the Stock Market
by Shannon Saccocia, CFA, CIMA, Chief Investment Officer - Private Wealth, Neuberger Berman As the “wealth effect” is…
August 8, 2023
H2/23 Investor Playbook: Portfolio Positioning Heading into the Final Innings of this Cycle
by Nadeem Kassam, CFA, MBA, Investment Strategist, Kassam Advisory Solutions Please note: This is an independent research report…
August 2, 2023
Divergence: Rate Cuts, Pauses, and Hikes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
August 1, 2023
Kolanovic: Maintaining our bearish outlook
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan
August 1, 2023
MS Mike Wilson: Mea culpa, we were wrong
by Mike Wilson, CIO, Chief U.S. Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
August 1, 2023
Sometimes The Jokes Write Themselves
by Benjamin Picton, Senior Macro Strategist, Rabobank Copyright © Rabobank
August 1, 2023
BofA Flow Show: Overshoots ≠ Soft Landings
by Michael Hartnett, Chief Investment Strategist, BofA Securities – Global Research Summary Crypto leads with 78.5%, while stocks…
July 31, 2023
Meketa: Deglobalization (Whitepaper)
by Alison Adams, PhD, Frank Benham, CFA, CAIA, & Zach Stevens, CAIA, Meketa Investment Group In a recently…
July 31, 2023
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
July 31, 2023
Status Quo
by William H. Gross I find sometimes it’s easy to be myself Sometimes I find it’s better to…
July 26, 2023
Ontario's Nuclear Renaissance a Cheat Sheet for US to Decarbonize Effectively
According to Doomberg1, in 2009, the Legislative Assembly of Ontario passed the Green Energy Act (GEA), a bill…
July 26, 2023
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
July 25, 2023
Marko Papic: Powell and Xi Learn All About Constraints
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
July 25, 2023
Goldman Sachs – Generative AI: Hype, or Truly Transformative?
by Goldman Sachs - Global Research Since the release of OpenAI’s generative AI tool ChatGPT in November, investor…
July 21, 2023