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Some top-down thoughts on markets for near term May 8, 2022
Poor visibility and changing spending patterns proving challenging May 1, 2022
Poor visibility leaves markets reeling while battle for Donbas brewing April 10, 2022
BOJ’s missteps to devalue yen to levels that will ultimately force a regime change April 3, 2022
Stocks rally should continue as Putin’s war gets scaled down and money runs out March 26, 2022

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Some top-down thoughts on markets for near term
May 8, 2022
Deteriorating earnings visibility continue to weigh on stock markets with techs and other growth names leading the way down. US earnings season has provided little ...
Poor visibility and changing spending patterns proving challenging
May 1, 2022
The same factors which we addressed in our last publication continue to weigh on stock markets in the short term. As we pointed out then earnings visibility is the ...
Poor visibility leaves markets reeling while battle for Donbas brewing
April 10, 2022
The rebound in stocks has proven short-lived as continued uncertainties about inflation, speed of Fed’s monetary policy tightening and potential disruptions coming ...