Gut Check

Nov 02, 2020 |Dann Cushing

After a pretty elated start to the month, equity markets pulled back sharply in the latter half of October. What had...

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What's the Scenario?

Aug 30, 2020 |Dann Cushing

The positive, self-reinforcing dynamics explored in the last update still remain in place a month later:...

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A High Bar

May 19, 2020 |Dann Cushing

Despite a few bumps in the road, the “closet consensus” of investor optimism from April has continued through the first half of May. With the perspective that...

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May 04, 2020 |Dann Cushing

There is one question that appears to be on the mind of virtually every investor right now:...

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Wisdom vs. Madness

Apr 20, 2020 |Dann Cushing

The powerful, four-week stock market recovery has left the S&P only -15% and the NASDAQ -9% from their all-time highs...

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Weather The Storm

Mar 30, 2020 |Dann Cushing

A month that will likely prove to have been the most volatile ever for equity markets is drawing to a close. As it does so, yet another unique aspect of this sell-off is becoming apparent:...

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And Now We Wait...

Mar 15, 2020 |Dann Cushing

What a moment to be alive. A generation from now, the mass distancing and isolation period upon which we are embarking seems likely to be remembered as a time when the entire developed world made a collective sacrifice...

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The X Factor

Mar 02, 2020 |Dann Cushing

Over the past seven trading days ending on Friday, the S&P 500 has fallen 13%. Using the common definition of a market correction – a 10% drop in equity markets – the second half of February just gave us the fastest...

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Nothing to See Here

Feb 18, 2020 |Dann Cushing

The first half of February has delivered another seemingly steamy rally for North American stock markets. Equities have...

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Tug of War

Feb 03, 2020 |Dann Cushing

If you were strictly looking at financial data, the latter half of January was very constructive for markets. About 50% of US companies reported...

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