The Three Acts of Inflation
A dominant theme that we will be watching closely in 2025 is that of Reflation. In prior blog posts, emails, videos, etc. we have tried to shine a light on the fact that inflationary cycles tend to follow a fairly consistent pattern in history. I’ve often referred to this as the “3-Act Play”
Market Update & Commentary - September 9, 2022
What does the evidence suggest should happen in equity markets over the coming weeks and months? While we have no crystal ball, we do have some interesting signals.
Timely Observations - Selling pressure in Nasdaq 100
With selling pressures mounting for the Nasdaq 100, I wanted to offer a brief note on what I am seeing and what we may want to watch for in weeks ahead.