Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

We just published our "Market Cycle Guidebook" for May, which is part of our institutional investment research service. ​​The monthly...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

US REITs A year ago we featured “REITs in Ruins”. Our research found that Hotel/Resort/Leisure REITs were knocked down the hardest,...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

Emerging Market Equities In a recent edition of the Weekly Macro Themes we took an overview of where things stand in Emerging Markets. EM...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report. I send this report out...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (the flagship report of...

We just published our "Market Cycle Guidebook" for April, which is part of our institutional investment research service. ​​The monthly...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (the flagship report of...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (the flagship report of...

The pace of US IPO activity has shattered previous records. It is a clear sign of excess and market froth. The stampede into IPOs...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (the flagship report of...

Welcome to Q2! Things have moved fast since my original post (both in terms of market movements and the general consensus/sentiment). So...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (the flagship report of...

Equity allocations have surged to a 2-year high. Cash allocations have dropped to the bottom end of the range. (yet) cash *levels* have...

The Q2 edition of our Quarterly Strategy Pack was sent to clients last week The Quarterly Strategy Pack: -Presents our major themes and...

We just published our "Market Cycle Guidebook" for March, which is part of our institutional investment research service. ​​The monthly...

Here's a brief overview of the topics and charts covered in the latest edition of the Weekly Macro Themes report (the flagship report of...