Category: Newsletters

The stock market narrative is about to flip

When the market has a 80% probability of a rate cut or better, just before its next meeting, the Federal Reserve almost always cuts.

Keep Your Eye on the World Ball….
Investors around the world have been myopic in their pursuit of rewards in recent years- focusing on the U.S.

The big question – are the rallies after each positive announcement justified, or are the rallies collectively an over-reaction?