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Three Macro Charts
Clustered Volatility and the “Momentum Massacre”
Shifts in US Capital Flows and Positioning for a Steepening Yield Curve
Cheap vs. Expensive | The Threat to Incumbents
Durability of the US Bull Market
Two Ideas: Advanced Emissions Solutions & A Bitcoin Proxy
European Growth Surprise
Where do we go from here? Credit vs. Duration
Environmental Concerns: Ideas on the Long Side
Investment Themes and Considerations for 2019
Charts and Updates
The Hawks Have Not Left the Building
US vs. Europe: A Closer Look at US Outperformance
Late Cycle Signals and Yield Curve Dynamics
Trade Wars: Clearing the Way for a War of Attrition
Consumer Stocks: The Long and Short of it
Financial Misery and the Flattening Yield Curve
US Stocks: Long, Short and Interesting
Continued Strength in the US Dollar | China’s Line in the Sand | Germany Between a Rock and a Hard Place
Trade Wars: Lessons from History