
Helping investors know when to stand still and when to take decisive action. We provide the wisdom and perspective needed to navigate uncharted waters.
| Platform | Pricing | Freemium | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 333 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||

Stocks have lost a tailwind and are contending with new headwinds. A more testing time may lie ahead.
The 10-year T-note yield hasn’t broken out to new highs but it might just be a matter of time. The long-term trend is rising, inflation i...
A rally fueled by improving expectations lacks broad support
The indexes are hitting new highs. The S&P 500 is up 6 weeks in a row and finished last week just shy of 7400. The NASDAQ composite, which is also up 6 weeks in a row, pushed 4.5...
New highs are bullish, but the lack of a breadth thrust could limit the rally's sustainability
Portfolio Applications update: Our latest update to the Systematic Asset Allocation portfolios is now available. Key takeaways: While equities h...
Lackluster participation beneath the surface could dampen rally's staying power
Our weekly relative strength rankings report includes leadership trends across various slices of the financial markets (multi-asset, global equity, US sectors,...
The indexes have bounced and quickly moved to new highs but a broader look at the evidence shows a slower turn higher.
Key Takeaway: While risk appetite is returning and stocks have made new highs, evidence supporting the sustainability of...
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The writers behind this newsletter.
"To recognize the significant in the factual is wisdom." Dietrich Bonhoeffer.
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