Bullish Back Half
by Steven Vannelli, CFA, Knowledge Leaders Capital We think we could see a bullish back half of the…
Cracking and Pivoting
by Stephen Vanelli, CFA, Knowledge Leaders Capital The President today asked Congress for a gasoline tax holiday to…
Divergences in the Energy Patch
by Stephen Vanelli, CFA, Knowledge Leaders Capital Crude oil and energy equities have been on a tear for…
Tour of the Global Equity Markets
by Stephen Vanelli, CFA, Knowledge Leaders Capital Please find below our Mid-Quarter Update: Tour of the Global Equity Markets.…
Crash Watch
by Stephen Vanelli, CFA, Knowledge Leaders Capital The template of 1929 and 1987 is coming into focus in…
China’s Potential to Alleviate Global Inflation
by Stephen Vanelli, CFA, Knowledge Leaders Capital For a confluence of reasons ranging from COVID to property sector…
Will They or Won't They?
by Stephen Vanelli, CFA, Knowledge Leaders Capital The Federal Reserve has all but cemented expectations for a 25bps…
Has Oil Gotten Ahead of Itself?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Of course, the backdrop right now is Russia—a large petroleum-producing country—threatening…
Is Inflation on the Cusp of Coming Down?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Tomorrow we get the consumer price index year-over-year for January, with…
Is the Market Looking Through the Current Inflation?
by Steven Vanelli, CFA, Knowledge Leaders Capital This Friday we’ll see where the US CPI comes out. We…
International Stocks Could be Ripe for a Catch-Up Trade
by Bryce Coward, CFA, Knowledge Leaders Capital A definite feature of the last decade has been the persistent…
Here’s Why the Fed Could Stay Easy for a LOOONG Time
by Bryce Coward, CFA, Knowledge Leaders Capital This week Jerome Powell tossed the market a bone by hinting…
Special Report: Seasonal Tailwinds
by Stephen Vanelli, CFA, Knowledge Leaders Capital We find compelling evidence that seasonal factors exist, historically leading November…
The Epitome of Financial Repression in Two Charts
By Bryce Coward, CFA, Knowledge Leaders Capital By now investors are quite aware of the consequences of financial…
Is Inflation Starting to Impact Equity Returns?
by Steven Vanelli, CFA, Knowledge Leaders Capital Fed funds futures for 2022 and 2023 have broken out to…
