Financial Markets 2019

It is Time for Value to Shine

The Short-Term US Tactical Indicator, July 2019

Is the Decline in Break-Even Inflation Cause for Concern?

Is the US Equity Market Expensive?

US Banks – Room for More Performance in this Cycle

AGMR US Corporate Balance Sheet Indicator, June 2019: Balance Sheets Still Look Fine

German 10yr Bunds – Is it (finally) time to Short at -20bp?

The Short-Term US Tactical Indicator, June 2019

Taking the loss on our REIT Short

US Homebuilders – More to Come