Stargazer Asset Management Weekly – June 8 2020

This week we take a look at relative performance in Growth vs. Value, both in the US and globally.

BY ERIC FILL

SAM Weekly _ June 8 2020

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NDR Fixed Income Allocation Strategy August 2023 Update

BY BRIAN SANBORN

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

MI2 Partners: Thoughts From The Divide: Move Fast and Break Things

BY JON WEBB

We suspect many of our readers may have a passing familiarity with the work of Olivia Rodrigo. That’s not because we are popular with her fan base, but rather because we suspect many of our readers may live in close proximity to teenage girls. That’s certainly the case for TFTD, and yours truly was struck by how well the talented Ms. Rodrigo seemed to understand the problems of both pubescent girls dealing with first love, and senior WH officials as they deal with the collateral damage associated with their policies. Read more →

MI2 Partners Thoughts From The Divide: All Time High

BY JON WEBB

All-time highs are often telling macro signals. Is it possible there might be a connection between the recent ATHs in Bitcoin and long JGBs? Some reports pointed to the US credit downgrade and Trump’s tax bill igniting fiscal worries. First of all, no macro trader ever sold a bond because of a credit downgrade and second, given S&P and Fitch had downgraded long before, it’s very hard to think of it as a surprise. Read more →

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