Stargazer Asset Management Weekly – July 11 2022

Our weekly tour of markets

BY ERIC FILL

SAM Weekly _ July 11 2022

Other posts

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 →

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

BY BRIAN SANBORN

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

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 →

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