This week a check in on tech market technicals, risk indicators, valuations, longer-term outlook, and wine prices...
This week: taking stock of the selloff and some interesting stockmarket studies
This week: stockmarket + volatility seasonality, momentum stats, bad breadth, growth vs value, energy stocks, buybacks dividends and payouts, and Buffe…
This week: investor sentiment, consumer sentiment, real earnings yield, valuations, portfolio allocations, market stats, and the biggening of the bigge…
This week: seasonality, statistics, China, hedgers, IPO withdrawals, earnings trends, best uses of cash, and carbon intensity
This week a look at monthly performance stats, seasonality, flows, sentiment, positioning, and valuations (and bonus chart on REITs)
This week: market technicals, value (vs growth), energy sector equities, buyback window, China vs US stockmarkets
Big picture thoughts on the macro/market outlook
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