Coronavirus S.O.S. Volume 8: Trump’s $1,000 Just Aint Enough Scott Willis·March 18, 2020We tackle Trump's $800 billion stimulus. Is it enough to put a bottom under stocks and avoid massive...Millennial Markets·0 Comments·
Why the Stock Market Rally Has Resumed and What to Expect Christopher Wood·April 10, 2019Strategist Christopher Wood writes about the factors involved in the resumption of the stock market rally and what we could expect to happen.Global Strategy·2 Comments·
“Risk On” Market Remains the Base Case but There is One Big Risk Christopher Wood·February 25, 2019Strategist Christopher Wood write about the risk-on market being the base case and the biggest risk to the market.Global Strategy·9 Comments·
FANG Faces the Existential Threat of Disruption and Regulation Christopher Wood·October 29, 2018Strategist Christopher Wood writes about the threat of regulation to FANG and the impending threat of technological disruption....Global Strategy·1 Comment·
Weak Chinese Stock Market Driven by Domestic Deleveraging not Trade War Christopher Wood·October 2, 2018The weak Chinese stock market is not attributed to Trump's trade war but rather due to slowing consumption...Global Strategy·0 Comments·
The Strong US Dollar, Buyback Frenzy and Increased Savings Christopher Wood·September 9, 2018Strategist Christopher Wood looks at the effect of the strong US dollar, share buybacks, and increased savings rate....Global Strategy·0 Comments·
