SocGen's Albert Edwards: Why August turbulence might not yet be over
SocGen's Albert Edwards points out that the turbulence in equity markets may not yet be done in his…
Howard Marks: "Mr. Market Miscalculates"
by Howard Marks, Co-Chairman, Oaktree Capital In his book The Intelligent Investor, first published in 1949, Benjamin Graham,…
Michael Every: "Invidious"
Here are 6-7 key points from Michael Every's latest note from Rabobank, aptly titled "Invidious,": NVIDIA's Earnings and…
Taming Volatile Markets: “In times of crisis, all correlations go to 1”
Mutiny Fund’s Jason Buck likes to say, “I can show you a picture of a snake, but if I throw a snake in your lap, you’re gonna have a very different reaction.” It’s a quote he loves, coined originally by Jason Zweig.
The Folly of Certainty
by Howard Marks, Co-Chairman, Oaktree Capital The impetus for my memos can come from a wide variety of…
Can the Magnificent Seven sustain their trajectory?
If history is any indication, there’s a really good chance we’ll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
John Lynch: August 2024 Comerica Wealth Management’s Monthly Review of Performance, Developments and Outlook.
Highlights from John Lynch's August 2024 Comerica Wealth Management Monthly Review Monetary Policy and Market Dynamics Monetary Policy…
Riverfront's Doug Sandler: "Nobody said investing is easy, but... it's about to get significantly more stressful"
Doug Sandler, Vice Chairman at Riverfront Investment Group, highlights several key insights in his commentary "Global Warming…and We…
BofA's Michael Hartnett: No shift from 'soft' to 'hard' landing, yet.
In his latest 'Flow Show' research note (August 8, 2024), BofA Research Investment Strategist, Michael Hartnett points to…
SocGen's Albert Edwards: "Buy the dip, or jump off a sinking ship?"
In Albert Edwards' latest research note from Société Générale, titled "Buy the dip or jump off a sinking…
Rabobank: "Don't throw away a nest egg!"
Senior Macro Strategist Teeuwe Mevissen's research note, titled "Don't throw away a nest egg!" from Rabobank, emphasizes the…
Bear Traps Report: "Markets will keep pushing until they break the Fed"
The August 4 Turning Point by The Bear Traps Report by Larry McDonald highlights several key points regarding…
JPM's Michael Cembalest: The Lion in Winter
In this month's Eye on The Market's special edition whitepaper titled "The Lion in Winter", Michael Cembalest, Chairman…
BofA Securiities Equity Client Flow Trends: "Bifurcated client flows during last week's sell-off" (8/5/24)
"Bifurcated client flows during last week's sell-off" Highlights - Jill Carey Hall, Equity & Quant Strategist and Team,…
Sentiment Suddenly Shifts
by John Lynch, CIO, & Team, Comerica Wealth Management Are the markets pricing in recession or simply a…
