Articles tagged as


  • Signal from Noise
July 15, 2020

There appears to be a lot of angst, at least if you go by the headlines in major news organizations and Wall Street bank comments, about the increasing concentration of the stock market rise. Bloomberg The FAANG+ stocks, defined roughly by Facebook (FB), Amazon (AMZN),...

Narrow Mkt Rise Fuels Angst; We Expect Cyclicals To Join Rally