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Editor's Pick

When I consider the equity markets from a macro perspective, I begin with the analysis of the price of the S&P 500.  Then I...

Editor's Pick

It’s Wednesday, and markets rose sharply as President Trump walked back his comments on removing Fed Chair Jerome Powell and Treasury Secretary Bessent admitted...

Editor's Pick

When the stock market is turbulent, it makes sense to hedge some of your valuable equity positions. One way to do it is through...

    Editor's Pick

    Reflecting on the price action over this shortened holiday week, I’m struck by how the leadership trends have not really changed too much. We’ve observed...

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