2024.05.27 Weekly
The Bear is still some ways off
The Bear is still some ways off
Long and strong (not wrong)
Reexamining the bull-case
Stagflation deez nuts
We’re so back…
Time for some relief
Captain Dollar: Vanquisher of Mediocrity
Big focus on CPI, then Earnings
Q2 balancing act
“Stretched” SPX
Testing in progress
Rebound in yields and Pullback for risk?