Our Thoughts
Better than expected outcomes - Revisited
As we've highlighted in past outlooks, we firmly believe we are still in the midst of a long-term secular bull market that began in 2009 and was confirmed in 2013. This trend remains intact, and we believe it could extend into the early 2030’s — potentially even 2035—driven by macroeconomic and demographic tailwinds.
What’s in store for Q4
Uncertainty is ramping up. Most notably, expanding geopolitical tensions and US election rhetoric, extreme market valuations, and unsustainable national debt.
Is the big BEAR finally hibernating?
While the yield curve and leading economic indicators have been signaling a recession, other data such as the lagging indicators that the National Bureau of Economic Research (NBER) tracks to actually call a recession has held up, as of right now, AMAZINGLY well.
As goes January, so goes the year
As the debate on the direction of the US market is underway, signs of bullish divergences are starting to show internationally.