REPORTS

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January 20, 2022
The One Foreign Market U.S. Investors Should Look At In 2022
Beta, Bond Yields, Counter-cyclical Leadership, Country Allocation, Currency, Economic Slowdown, Fedflation, Global Economy, Global Equities, Inflation, Interest Rates, Japan, Labor Force, Lagging Economic Indicators, Long duration, Monetary Policy, Monetary Tightening, P/E, Sector Selection, Unemployment, Valuation, Wage inflation, Wages,
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January 12, 2022
Exposing S&P 500 Vulnerabilities And Unforeseen Risks In 2022
Beta, Bond Yields, Budget deficit, Central Bank Mandate, Conference Call, COVID, Economic Slowdown, Fed Framework, Fed Tightening, Federal debt, Fedflation, Fiscal Policy, Global Economy, Global Equities, Growth Stocks, Housing, Housing Affordability, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Leading Economic Indicators, Monetary Policy, Monetary Tightening, P/E, Rate Hikes, Real Wages, Sector Selection, Stagflation, The Great Inflation, U.S. Dollar, Valuation, Wage inflation,
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January 4, 2022
Five Things For Investors To Worry About In 2022
Budget deficit, Economic Slowdown, Fed Framework, Federal debt, Fiscal Policy, Fiscal Stimulus, Housing, Housing Affordability, Index Composition, Inflation, Interest Rates, Labor Force, Monetary Policy, P/E, Taylor Rule, The Great Inflation, Unemployment, Valuation, Wage inflation, Wages,
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December 21, 2021
The Key Themes Of 2021 And What Lies Ahead For Equities
Bond Yields, Consumer Confidence, Counter-cyclical Leadership, Earnings, Fed Tightening, Global Economy, Global Equities, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Leading Economic Indicators, Long duration, Monetary Policy, Monetary Tightening, P/E, PMI Peaks, Rate Hikes, Short Duration,
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December 17, 2021
The Best Questions From Last Week’s Conference Call
Bond Yields, Conference Call, Counter-cyclical Leadership, COVID, Earnings, Economic Slowdown, F&G Score Model, Food & Agriculture Jobs, G-Score Model, Hard Landing, Immigration, Inflation, Interest Rates, Labor Force, P/E, Productivity, Shelter Inflation, Short Duration, Stock Picking Factor Efficacy, The Great Inflation, Unemployment, Union Workers, Volatility, Wage inflation, Wages,
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December 9, 2021
Conference Call: U.S. Equities Meet Stagflation In 2022
Central Bank Mandate, Conference Call, Economic Slowdown, Inflation, Stagflation,
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December 3, 2021
A Few Important Facts For The Fed’s New Macro Scenario
Anticipatory Economic Indicators, Earnings, Economic Slowdown, Fed Tightening, Global Economy, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Leading Economic Indicators, Monetary Tightening, P/E, Rate Hikes, Wage inflation,
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November 18, 2021
Inflation Just Beginning To Impact Equity Markets
Anticipatory Economic Indicators, Beta, Central Bank Mandate, Consumer Confidence, Currency, Economic Slowdown, Emerging Market Exports, Financial risk, Global Economy, Global Equities, Inflation, Inflationary Slowdown, Monetary Policy, Monetary Tightening, P/E, Rate Hikes, Stagflation, The Great Inflation, U.K. Economy, U.S. Dollar, Valuation,
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November 11, 2021
The Macro Case Against The Consumer Discretionary Sector
Auto & Components Industry Group, Beta, Bond Yields, Consumer Confidence, Consumer Discretionary, Consumer Durables Industry Group, Consumer Free Cash Flow, Consumer Services Industry Group, Earnings, Economic Slowdown, Fed Framework, Growth Stocks, Hard Landing, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Leading Economic Indicators, Monetary Policy, P/E, Pricing Power, Real Wages, Retailing Industry Group, Stagflation, The Great Inflation, Wage inflation,
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November 4, 2021
Dr. Housing Warns Of Trouble For U.S. Economy/Stocks In 2022
Economic Slowdown, Fed Tightening, Hard Landing, Housing, Housing Affordability, Inflation, Inflationary Slowdown, Labor Foce, Leading Economic Indicators, Monetary Policy, The Great Inflation, Unemployment, Wage inflation, Wages, Yield Curve,
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October 28, 2021
Time To Seriously Think About Value Traps
Behavioral Finance, Cognitive Biases, Economic Slowdown, Growth Stocks, Index Composition, P/E, PMI Peaks, Portfolio Torpedoes, Quantitative Research, Sell-Side Biases, Valuation, Value Stocks, Value Traps,
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October 21, 2021
Equities Confronting A New “Old” Enemy: Inflation – October 21, 2021
Behavioral Finance, Bond Yields, Cognitive Biases, Economic Slowdown, Fed Tightening, Fiscal Policy, Growth Stocks, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Labor Foce, Long duration, Monetary Policy, PMI Peaks, Price Controls, Short Duration, Stagflation, The Great Inflation, Unemployment, Wage inflation, Wages,
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October 14, 2021
It’s Different This Time … And Why It Just Might Be Real
Bond Yields, Federal debt, Fiscal Stimulus, Growth Stocks, Housing, Housing Affordability, Index Composition, Inflation, Interest Rates, Labor Force, Monetary Policy, Monetary Stimulus, P/E, Taylor Rule, Unemployment, Valuation, Value Stocks, Wage inflation, Wages, Yield Curve,
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October 7, 2021
Fed-Induced Volatility In 2022 And How To Hedge For It
Bond Yields, Cyclical Leadership, Economic Slowdown, F-Score Model, F&G Score Model, Fed Framework, Fed Tightening, Financial risk, G-Score Model, Growth Stocks, Housing Affordability, Inflation, Inflationary Slowdown, Interest Rates, Monetary Policy, Neutral Rate, Quantitative Research, Rate Hikes, Stock Picking Factor Efficacy, Taylor Rule, Unemployment, Value Stocks, Volatility, Wage inflation, Yield Curve,
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September 30, 2021
The Fed As The Single Greatest Threat To U.S. Equities
Anticipatory Economic Indicators, Bond Yields, Consumer Confidence, Earnings, Fed Tightening, Financial risk, Growth Stocks, Housing, Housing Affordability, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Leading Economic Indicators, Long duration, Monetary Policy, P/E, PMI Peaks, Rate Hikes, Red Flags, Short Duration, Unemployment, Valuation,
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September 24, 2021
The Fed’s Gamble And What It Means For Stocks In 2022
Bond Yields, Deflationary Slowdown, Economic Slowdown, Fed Tightening, Fedflation, Financial risk, Growth Stocks, Housing, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Long duration, Monetary Policy, P/E, Rate Hikes, Short Duration, Stagflation, Unemployment, Valuation,
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September 15, 2021
Is The Fed’s More Subjective Mandate The Biggest Threat To Equities In 2022?
Anticipatory Economic Indicators, Bond Yields, Capacity Destruction, Conference Call, Deflationary Slowdown, Dual Mandate Bullseye, Economic Slowdown, Fed Framework, Fed Tightening, Fedflation, Fiscal Stimulus, Growth Stocks, Housing, Housing Affordability, Immigration, Index Composition, Inflation, Inflationary Slowdown, Interest Rates, Labor Force, Lagging Economic Indicators, Long duration, Margins, Monetary Policy, P/E, Rate Hikes, Real Wages, Short Duration, Stagflation, Taylor Rule, Unemployment, Valuation, Wage inflation, Wages,
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September 10, 2021
What Could Go Wrong With This Goldi-Like Market?
Bond Yields, Economic Slowdown, EPS Revisions, Financial risk, Global Economy, Growth Stocks, Immigration, Index Composition, Inflation, Interest Rates, Labor Force, Lagging Economic Indicators, Market Corrections Monitor, Monetary Policy, P/E, Real Wages, Red Flags, Stagflation, Unemployment, Valuation, Wage inflation, Wages,
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September 2, 2021
Haven’t Heard The Term “Risk/Reward” In A While
Behavioral Finance, Bond Yields, Cognitive Biases, Consumer Discretionary, Consumer Free Cash Flow, COVID, Earnings, Economic Slowdown, Fed Framework, Fed Tightening, Financials, Global Economy, Growth Stocks, Housing, Housing Affordability, Index Composition, Inflation, Interest Rates, Leading Economic Indicators, Long duration, Market Corrections Monitor, Monetary Policy, P/E, Rate Hikes, Sell-Side Biases, Valuation, Wage inflation,
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August 26, 2021
A Sneak Peak At This Fall’s Key Themes For Markets
Bond Yields, Budget deficit, Consumer savings, Fiscal Policy, Fiscal Stimulus, Global Economy, Growth Stocks, Housing, Housing Affordability, Inflation, Interest Rates, Kim-Wright Model, Long duration, Margins, Monetary Policy, Monetary Stimulus, Real Wages, Short Duration, Taylor Rule, Term Premium, Valuation, Wages,
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August 19, 2021
Housing: The Canary In The Coal Mine Of The Inflation Story
Consumer Free Cash Flow, Cyclical Leadership, Housing, Housing Affordability, Inflation, Labor Force, Macro Accommodation Barometer (MAB), Monetary Policy, Purchasing Power, Real Wages, Red Flags, Stagflation, Wages, Yield Curve,
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August 5, 2021
Market Hinges On … Fed Brilliance Or Policy Mistake?
Bond Yields, Fed Framework, Fed Tightening, Growth Stocks, Housing, Inequality, Interest Rates, Labor Force, Long duration, Monetary Policy, P/E, Purchasing Power, Rate Hikes, Shipping, Short Duration, Valuation, Wages,
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July 29, 2021
The “Inflation Bill” Will Eventually Come Due For Equities
Behavioral Finance, Bond Yields, Cognitive Biases, Cyclical Leadership, Earnings, Economic Recovery, Fed Framework, Fed Tightening, Global Economy, Growth Stocks, Housing, Index Composition, Inflation, Inflationary Growth, Interest Rates, Leading Economic Indicators, Long duration, Margins, Monetary Policy, Monetary Stimulus, P/E, Rate Hikes, Sell-Side Biases, Short Duration,
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July 23, 2021
Why We Still Expect Value To Win The Performance Race Of 2021
All-Weather Model, Behavioral Finance, Cognitive Biases, Cyclical Leadership, Economic Recovery, Growth Stocks, Index Composition, Inflation, Leading Economic Indicators, Middle Duration, P/E, Risk On, Valuation, Wall Street Darlings,
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