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Thoughts From The Divide: Les Bons Temps

BY JON WEBB
It may be only January, but this week, both markets and data appear to be running with the Mardi Gras slogan, “laissez les bons temps rouler!”. While they haven’t broken out the beads and the hurricanes/Sazeracs just yet, everything is coming up roses. Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy July 2023 Update

BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update. Read more →

C8 Currency Compass – March 2025 – ‘Trade Wars are Good and Easy to Win’ Pres Trump (2018)

BY JON WEBB
Our January switch to USD weakness has worked well.  The USD models are more neutral now.  US tariffs have had a mixed USD reaction to the various currencies.  The other country's response and context matters. Read more →
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