Stargazer Asset Management Weekly – November 16 2020

This week we discuss CB's and potential US Treasury Secretary, the jump in equities, rotation and macro markets overall.
BY ERIC FILL

SAM Weekly _ November 16 2020

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Thoughts From The Divide: Les Bons Temps

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It may be only January, but this week, both markets and data appear to be running with the Mardi Gras slogan, “laissez les bons temps rouler!”. While they haven’t broken out the beads and the hurricanes/Sazeracs just yet, everything is coming up roses. Read more →

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

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In February, one of our index providers, IVI Capital, outlined how the Debt Ceiling impasse would lead to an expansion of US liquidity, and more benign financial markets, until the Congressional stand-off was resolved. With the Debt Ceiling increase finally agreed, we asked IVI for an update. Read more →
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