The purpose of this blog post is to provide a progress check and update on that controversial (at the time) "Global Equities: A...

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 all know macro-policy has a huge bearing on asset prices, but in this video we address some specifics and in particular some unique...

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...

Regular readers might recall back at the start of the year I published my 10 Charts to Watch for 2021. The number 2 chart showed the...

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 first chart I featured in the "10 Charts to Watch in 2021" earlier this year was a somewhat unusual, and perhaps even confusing...

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

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...

This is the final installment in the series of blog posts from my 2020 End of Year Special Report. This is perhaps one of the most...

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...

Last week I shared with you some of my Best Charts of 2020. My charts and calls that worked really well in either building the picture or...

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 January, which is part of our institutional investment research service. ​​The monthly...

Earlier this year I went through my Top 10 Charts to Watch in 2021, but I thought it would also be good to share some of my charts and...

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...

Last week I shared some of my favorite charts of 2020, so this week I wanted to highlight what I refer to as the honorable mentions 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...

Last week I shared some of the key charts I'm watching for 2021. So this week I wanted to share with you some of my favorite charts of...