After Friday’s weak employment report, there was a rebirth of the once-dead argument for a rate cut at the Fed’s March meeting. Over the last six months, the economy has shed 6,000 jobs in aggregate, including three months in which […]
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Value or Growth Is Not A Debate, Its An Opportunity
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At the start of 2026, we introduced our Factor Rotation Model. The model summary below was posted in SimpleVisor: We launched a new model on January 2nd called the Factor Rotation Model. Historically, the performance of value and growth factors relative to the S&P 500 exhibits a strong negative correlation. Michael Lebowitz provided an overview …
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Warsh Is In The Race: Fed Chair Odds In Flux
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Over the last few weeks, it seemed all but a done deal that Kevin Hassett would replace Jerome Powell as the next Fed Chair. That changed this past weekend as President Trump added Kevin Warsh alongside Hassett as his top Fed contenders. It’s likely that there are a couple of factors leading Trump to add …
Hassett To Replace Powell: Betting Markets Are Confident
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Based on comments from President Trump and the odds on the Kalshi betting site, shown below, Kevin Hassett is the likely nominee to replace Jerome Powell when his term as Fed Chair ends in May. While still half a year away, the market is beginning to price in what a Hassett leadership might mean for …
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