Inflation Could Drive a Massive Rotation from Bonds to Stocks Christopher Wood·May 13, 2021Since 2006 investors have been pouring money into stocks, not bonds. An inflation led reversal could be powerful...Global Strategy·0 Comments·
Roku 1Q Earnings – So Good the Bulls Came out of Hiding Scott Willis·May 6, 2021Behind a backdrop of a broader tech stock selloff, Roku put up earnings and guidance that signalled good...Technology·1 Comment·
Etsy Q1 Earnings: Is the COVID-19 Growth Gone? Scott Willis·May 5, 2021Etsy guided to a much slower 2021 than investors were expecting. Can the stock rebound from this dissapointment?...Millennial Markets·1 Comment·
The Biggest Inflation Scare Since the 1980’s is Coming Christopher Wood·May 3, 2021An inflation scare not seen since the 1980's is coming. Is it temporary or is higher inflation here...Global Strategy·0 Comments·
The Energy and Bank Stock Rebound Will Continue, Buy the Dip Christopher Wood·April 26, 2021Energy and bank stocks have pulled back but remain a buying opportunity....Global Strategy·1 Comment·
Eurozone Yield Curve Control is Happening, is This Bad for the Euro? Christopher Wood·April 19, 2021Under the surface it sure looks like Europe is capping interest rates. If so this is not good...Global Strategy·2 Comments·
China is the One Safe Haven for Bond Investors Christopher Wood·April 15, 2021For bond market investors, its doesn't get much better than shorting the US treasury and buying Chinese Bonds....Global Strategy·0 Comments·
Inflation Expectations Approaching the Point of No Return Christopher Wood·April 5, 2021Market inflation expectations are rapidly approaching the 2.5% point of no return. Cyclicals and commodities will outperform until...Global Strategy·8 Comments·
Coinbase IPO Guide: Don’t Sleep on This Crypto Freight Train Scott Willis·April 5, 2021The most hyped IPO of the year is finally here. Helping you decide if Coinbase is priced for...IPO Guides·28 Comments·
