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MI2 Partners: Thoughts From The Divide: Rules and Guidelines

BY JON WEBB
In our note from April of 2020, which now feels like half a lifetime ago rather than less than 5 years (it’s not the years but the miles?), we wrote about how COVID and the related crises had “made it clear that in many ways, reality is more like Calvinball” than an orderly system: one where “the rules of the game around the world appear to be in flux”. This week has provided yet more evidence, if any more was needed, for this view. Read more →

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

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

China & the European Union Push Back on Trade Talk Progress

BY TEMATICA
Tariffs take their toll on corporate guidance Read more →
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