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Tug of War

With the S&P 500 now trading at 16 times its 2019 consensus earnings estimate in a declining earnings environment, it is now time for the fundamental valuation anchor to begin to resist the very strong pull of a technical bounce… Continue Reading

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Bonds and Chill

Teddy writes….The probabilities of US rates falling materially over the next six to eight months are the highest of the cycle. While global equities and commodities have begun to price in slowing growth, US rates are marginally off the highs… Continue Reading

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United States vs China – A Tech War

Emerging industries such as AI/ML/quantum computing/advanced weapons systems/space/biotech & gene editing/clean energy/autonomous everything/IoT/cloud computing/cyber-physical systems etc. are imperative for both countries. The US has reached the point where a few tech giants are important economic drivers. Dominating new tech has… Continue Reading

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Yellow Light

361 capital write….”Back to macro market worries as: 1) U.S./China trade talks ramp up, 2) The U.S. Government heads for another Shutdown on Friday and 3) Global growth data points continue to lean toward a slow down. Confirming the markets… Continue Reading