Thoughts on the Market

1317 Episodes

1. Andrew Sheets: Will Returns Be Front-Loaded in 2020?

   Published: 2/14/2020
2. Michael Zezas: Notes from New Hampshire

   Published: 2/12/2020
3. Mike Wilson: Knowing Where to Look

   Published: 2/10/2020
4. Andrew Sheets: Supply Also Matters

   Published: 2/7/2020
5. Michael Zezas: The Limited Lives of Multiple Narratives

   Published: 2/5/2020
6. Mike Wilson: The Tug of War for U.S. Equites

   Published: 2/4/2020
7. Jonathan Garner: What Can SARS Tell Us About the Coronavirus?

   Published: 1/31/2020
8. Andrew Sheets: Coronavirus Affects the Narrative

   Published: 1/30/2020
9. Andrew Sheets: Are More Countries Saying Deficits Don’t Matter?

   Published: 1/29/2020
10. Michael Zezas: Taxation Complicates U.S.-EU Trade

    Published: 1/27/2020
11. Andrew Sheets: As 2020 Begins, Investors Get Optimistic

    Published: 1/24/2020
12. Michael Zezas: Do Incumbents Always Win with a Strong Economy?

    Published: 1/22/2020
13. Mike Wilson: Pressure Testing the Bull Case

    Published: 1/21/2020
14. Andrew Sheets: Remember Fundamentals?

    Published: 1/17/2020
15. Michael Zezas: The Other Concern for U.S. Trade

    Published: 1/15/2020
16. Jonathan Garner: An Underappreciated Turnaround Story?

    Published: 1/14/2020
17. Mike Wilson: The Other Type of Income Inequality

    Published: 1/13/2020
18. Andrew Sheets: Mapping the Future of Oil Prices

    Published: 1/10/2020
19. Michael Zezas: What’s Next on U.S.-China Trade?

    Published: 1/8/2020
20. Mike Wilson: Weighing Fed Intervention, Geopolitics

    Published: 1/7/2020