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NDR Dynamic Allocation Strategy August 2024 Update

BY BRIAN SANBORN
Dynamic Allocation Strategy, indicators, weightings 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 →

Thoughts from the Divide: Which Way Is Up?

BY JON WEBB
Trying to understand the Global Economic Impacts of Trump’s Second Term. So far, he has signed more executive orders on his first day than the last ten presidents combined. As of this writing in the middle of the Friday trading day, US markets initially seem impressed, with the S&P reaching an all-time high earlier this week and the Nasdaq 100 and Solactive 200 both higher. There is a bit of pullback today, but we are higher for the week overall. And US markets aren’t alone, Japanese and European equities have had their best performance this year. Maybe Japan and Europe aren’t going to be affected by the Trump tariffs? Last time we looked, they made a whole lot of automobiles, but what do we know? Read more →
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