Chief Market Strategist Cameron Dawson joins Fox Business to discuss futures positioning in today’s market. Given the continued movement of inflation, she discusses the Fed’s role in fighting inflation versus its support of the market and the trending higher market volatility against lower returns. IMPORTANT LEGAL INFORMATION This material is…
March’s Market Update explores current sentiment and capitulation trends within the S&P 500 and NASDAQ, and provides a guide to assessing current recession risks amidst soaring prices, a tightening Fed and continued geopolitical strife. Read the full March Market Update report here. IMPORTANT LEGAL INFORMATION This material is for…
There is a simple and popular investment narrative that has emerged from the fog of the Russian invasion of Ukraine: geopolitical events are good buying opportunities for risk assets because the hit to sentiment is short-lived and the domestic (U.S.) economic impacts of these events have proven to be limited….
February’s Market Update examines the impact Russia and Ukraine have on markets as several themes emerge: commodities soar, flight to safe haven assets, exacerbation of inflation and challenges to the monetary policy. The status and subsequent valuations of the current equity market sell off, along with the current outlook for…
Chief Market Strategist, Cameron Dawson, joins Bloomberg to discuss managing risk over Presidents Day weekend as geopolitical tensions rise and the markets dip. She discusses buying stock during dips, selling rallies and carefully monitoring trends as liquidity continues to tighten. IMPORTANT LEGAL INFORMATION This material is for informational purposes…
Many of you reading this have thoughtful and comprehensive estate plans in place, with all of the necessary supporting documents fully executed, subject to periodic review and updates. If that’s you, you can stop reading here. This article is for everyone else. Intentionally defective grantor trust. Durable Power of Attorney….
There’s no better way to celebrate the Feast of Saint Valentine than with a good old fashioned glam power ballad (preferably if you’ve teased out your hair and have a stereo that goes up to 11). There is ample wisdom and perspective in these soaring, heartfelt tracks, from White…
We’re going to spend some time with the Gallaghers today. No, not that Gallagher (nice guy, though; my dad worked with him in the 80s and still can’t look at a watermelon without reflexively reaching for a poncho). I’m talking about Liam and Noel Gallagher. The epic, dueling duo of…
Chief Market Strategist, Cameron Dawson, joins CNBC’s Closing Bell to discuss the recent rout in tech stocks and opportunities within emerging markets. She discusses why buying opportunities should focus on high quality areas versus the more speculative areas of the market. IMPORTANT LEGAL INFORMATION This material is for informational purposes…
In one of the most iconic cinema transitions of all time, Dorothy emerges from the rubble of her cyclone-thrown Kansas house and steps into the lurid and lush landscape of Oz. The film dazzles viewers with the sharp contrast between Kansas, so austere and constrained, and Oz, so verdant and…
Chief Market Strategist, Cameron Dawson, speaks to Benzinga’s PreMarket Prep show about the liquidity backdrop, Fed policy, value vs. growth, China and more. She discusses the move into a tighter liquidity market and out of oversold condition. IMPORTANT LEGAL INFORMATION This material is for informational purposes only and is…
Chief Market Strategist, Cameron Dawson, joins Bloomberg Television to discuss earnings in the industrial sector, how geopolitical tensions can impact defense contractors and how the outlook of both pricing power and rising costs could influence corporate margins in 2022. IMPORTANT LEGAL INFORMATION This material is for informational purposes only…