The Consumer and the Stock Market
by Shannon Saccocia, CFA, CIMA, Chief Investment Officer - Private Wealth, Neuberger Berman As the “wealth effect” is…
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…
Divergence: Rate Cuts, Pauses, and Hikes
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, and Michelle Gibley, Charles Schwab & Co., Inc.…
Kolanovic: Maintaining our bearish outlook
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan
MS Mike Wilson: Mea culpa, we were wrong
by Mike Wilson, CIO, Chief U.S. Equity Strategist, Morgan Stanley Copyright © Morgan Stanley
Sometimes The Jokes Write Themselves
by Benjamin Picton, Senior Macro Strategist, Rabobank Copyright © Rabobank
BofA Flow Show: Overshoots ≠ Soft Landings
by Michael Hartnett, Chief Investment Strategist, BofA Securities – Global Research Summary Crypto leads with 78.5%, while stocks…
Meketa: Deglobalization (Whitepaper)
by Alison Adams, PhD, Frank Benham, CFA, CAIA, & Zach Stevens, CAIA, Meketa Investment Group In a recently…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
A Big Week That Told Us Nothing We Did Not Already Know
by Hubert Marleau, Market Economist, Palos Management July 28, 2023 What the past week revealed was already known.…
Status Quo
by William H. Gross I find sometimes it’s easy to be myself Sometimes I find it’s better to…
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…
Marko Papic: War and Peace, Crime and Punishment, and... The Idiot
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
Marko Papic: Powell and Xi Learn All About Constraints
by Marko Papic, Chief Strategist, Clocktower Group Copyright © Clocktower Group
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…
