A golden cross signal has triggered on Bitcoin, this marked the beginning of powerful bull runs on the digital asset. […] To access this content please upgrade to another membership
Cash is Now an Attractive Asset Class Following up on our last Macro Note, where we downgraded our S&P 500 year-end target to 3,500, our first change to the model portfolio consists of raising our cash allocation (BIL) by 10 pp. BIL is a 1-3 Month T-Bill ETF we use for allocating to cash. Given […]
Here is today’s premium video covering: The recent hot employment report and how that is impacting the market. Market internals […] To access this content please upgrade to another membership
We Expect the S&P 500 to End 2023 at 3,500 Earlier this week we cut our S&P 500 operating earnings […] To access this content please upgrade to another membership
Wednesday was FOMC day, which throughout 2022 has proved to mark pivotal moments for US markets. Prior to the FOMC […] To access this content please upgrade to another membership
Downgrading Our Earnings Outlook We expect S&P 500 trailing 12-month operating earnings-per-share (EPS) to fall 12% in 2023. Our Q4 […] To access this content please upgrade to another membership
