Today we want to provide an update on what Google search trends are telling us about retail investor sentiment. We’ve been tracking the data daily since this investor cohort finally started to push capital into US stocks last month. Now, with the...
Outsized stock market declines are like accidents on the freeway: they take our attention away from the big picture and refocus it on one narrow issue. We get so fixated on one thing – slumping equity markets – that it is easy to forget that...
The recipe for outperformance in 2018 has been freakishly simple: overweight the sectors that outperformed in 2017. For example: Large Cap Technology: The Tech portion of the S&P 500 is up 7.1% YTD The S&P 500 itself is up 5.6% Last year,...
As Democrats eye the midterm elections later this year, can they actually win back Congress? Historically, the president’s party is vulnerable to midterm elections, especially when he has a low approval rating as in the case of Trump. That said,...
