Macro Insights

No Guts No Glory

No Guts No Glory

There’s no shortage of risks spooking investors these days. Between inflation and COVID, it’s cloudy out there. But while high quality stocks are bending, they’re not breaking! I say, no guts no glory. Despite two 5% dips since September, the S&P 500 is close to its late-November record high. Investors are being rewarded for not… Read more »

Posted in: All Macro Insights
Sizing Up Small Caps

Sizing Up Small Caps

Small caps rank among the biggest allocations in investors’ portfolios. Whether you hunt for outliers exclusively, or also use passive ETFs and active funds, sizing up small caps is an important call to get right! Following the big money is a proven way to find long-term winners. Combining that with sharp, data-driven, top-down insights can… Read more »

Posted in: All Macro Insights
DEFLATING YOUR INFLATION FEARS

Deflating Your Inflation Fears

Economic and market headlines have seemingly been awash in a barrage of inflation related scaremongering over the last few months. “Hyperinflation is here!” “The Fed will have to slam on the brakes!” “Sell now before it’s too late!” Given all this nervous handwringing, investors can’t be blamed for being on edge amid nightmarish visions of… Read more »

Posted in: All Macro Insights
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