Economic Growth
EV Sales Drive Lithium Prices…
US Durable Goods Orders Disappoint…
CLP Depreciation Is In Its Last Innings…
Mid-Caps Are More Financially Stable Than Small-Caps…
Mid-caps are the best of both worlds and are an excellent strategic overweight thanks to their size premium, but also better financial quality and higher dividend yield than Small. We are bullish on Mid near term and believe that this may be a great trade. We will initiate a position in the S&P 400 as a tactical overweight but will monitor it very closely.
President Biden is facing foreign challenges on three fronts and these challenges are coalescing around the critical states of the Midwest. Take risks off the table and stay defensive in 2024.
Waiting For The Optimal Opportunity To Turn Defensive…
Singapore's NODX: The Rebound Continues…
Growing Number Of Chinese Cities Experience Falling New Home Prices…
China's Impossible Trinity…