December non-farm payrolls data came in much hotter than expected. More jobs were added, the unemployment rate dipped slightly, and average hourly wages rose....
The composition of the top five sectors remains unchanged this week, despite an interrupted trading week. This stability comes against a backdrop of mixed...
Mean-reversion strategies typically buy stocks when they are oversold, which means catching the falling knife. These declines are often rather sharp, but the odds...
Okay, I literally tried to think of the most bearish headline possible. To be clear, though, I’m actually still bullish on the long-term structure of...
On inflation I like this quote- “Goods deflation likely transitory as downward pressure on goods demand and input costs are fading. 1H24 global core...