Stargazer Asset Management Weekly – April 12 2021

This week we look at Biden action items, the Fed, and across markets.

BY ERIC FILL

SAM Weekly _ April 12 2021

Other posts

MI2: Forecasting A Seismic Move in Markets and the Global Economy

BY JON WEBB

At the start of the year, we watched with growing concern as U.S. markets soared to extremes, seemingly indifferent to economic and geopolitical realities. The rally wasn’t driven by fundamentals but by an endless stream of hyperbolic adjectives and increasingly outlandish claims of quick fortunes to be made. Read more →

March 24: The Week Ahead

BY TEMATICA

Flash PMIs, Fed speakers and the PCE Price Index Read more →

Thoughts From The Divide: Winners and Losers

BY JON WEBB

In a stroke of luck (from the perspective of clarity) it turns out concerns about the possibility of a long, protracted election fight was wide of the mark. The Presidential election was called quickly (though at the time of writing, control of the House is still up in the air.) But as Trump trots to the “winner’s circle”, markets are still busy correcting commentators regarding just who the winners and losers of Trump v2.0 will be. Read more →

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