The Recovery Will Be Weaker And It Will Take Longer
While markets were slightly higher on the week (see table), there was a clear rotation back toward technology
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“V” vs. “u” and the Flawed Inflation Narrative
The equity markets finally took a breather last week (ended January 15th), with the S&P 500 falling a
We Don’t Live in “Normal” Times
The equity markets are in one of those rare moods where they continue to rise no matter the
