Stargazer Asset Management Weekly – December 27 2021

Our weekly spin through markets. Happy New Year!
BY ERIC FILL

SAM Weekly _ December 27 2021

Other posts

NDR Fixed Income Allocation Strategy October 2024 Update

BY BRIAN SANBORN
The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

MI2 Partners Thoughts From The Divide: Who Blinked First?

BY JON WEBB
Some might think it academic, but we can’t help being curious about who blinked first. There are at least two games of chicken we have been closely watching. Clearly, everyone is watching the game of chicken between Xi and Trump. However, the casual observer might think there was also one involving Powell and Trump. In the case of Xi, its not entirely clear who blinked first. Read more →

Thoughts From the Divide: When The Facts Change

BY JON WEBB
It has been a big news week. So much so that it’s quite hard to decide which was the biggest story. It’s certainly hard to ignore the announcement that Mr. Biden will not be running for re-election and has endorsed his VP, Kamala Harris. We generally try to avoid offering opinions on politics because a) it is not our day job and b) it’s a surefire way of making half your readers hate you. That said, we do think VP Harris’ exhortation to consider “What can be, unburdened by what has been” is good advice for both investors and policymakers. Read more →
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