Stargazer Asset Management Weekly – January 3 2022

This week's global markets update to ring in the New Year.

BY ERIC FILL

SAM Weekly _ January 3 2022

Other posts

MI2 Partners Thoughts From The Divide: “Powell’s Last Stand?”

BY JON WEBB

At the risk of contradicting Mr. Authers, the mortgage fraud allegations against Cook are a new tactic on an old front. Potato-potahto. Either way, while Mr. Authers used “startling”, we would describe ourselves as unsurprised: politics ain’t beanbag and the Administration was known to have sharp elbows. One might argue that it’s a symmetric response to Trump’s adversaries’ regular use of lawfare against him, but who can say? Perhaps the WH would have used this tactic regardless. Read more →

Thoughts From The Divide: How To Know

BY JON WEBB

Ah! The start of the new year. The new calendar offers so much possibility! A moment of change that seems to come just as we have spent time following traditions and celebrating holidays that have managed to survive. It’s a comforting reminder that while “progress” is relentless, amid the seasonal ebb and flow there are still some things we can rely on. A missed Fed inflation and rates projection, a TFTD that is once again arriving after the end of the year (mea culpa encore), and… a return to the wisdom of Whitney Houston? Read more →

Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy December 2024 Update

BY BRIAN SANBORN

The sector model maintained mixed leadership this month. Entering December, Consumer Discretionary, Financials, and Utilities are above benchmark weight. Communication Services improved to marketweight. Information Technology, Real Estate, Industrials, Materials, Energy, Consumer Staples, and Health Care are below benchmark weight. Read more →

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