Resources
Resources
Sharing our perspective with Top Financial and Business Media.
Decoding the Fed’s Potential Rollback on Quantitative Tightening: A Guide for Investors
Sierra CIO James St. Aubin argues that the consumer discretionary index is misleading due to the heavy weighting of Amazon and Tesla. Learn why the actual consumer outlook might not be as robust as it seems.
MarketWatch: In Wake of Nasdaq Losing Streak, Sierra CIO Says Investors Should Be Patient
The highflying technology stocks that drove much of the U.S. stock market’s advance in 2023 are struggling so far in 2024, with the Nasdaq capping
MarketWatch Gets James St. Aubin’s Take on the “January Effect”
U.S. stocks capped off a wild 2023 with a two-month sprint that has carried the Dow to record highs and the S&P 500 index to
Sierra CIO to Wall Street Journal: “Corporate Debt Markets Face the Most Acute Threat This Year”
Access to this article may require a subscription A resilient U.S. economy and cooling inflation fueled an intense year-end bond rally. Now, some suspect investors
St. Aubin to Schwab Network: “The Unknowns Need to Be Respected”
Historically, the end of monetary policy tightening cycles have been an attractive time to own bonds, notes James St. Aubin. He discusses the outlook for
Reuters & St. Aubin: Powell’s ‘Balanced’ Outlook Invigorates Investors
The hosts of Excess returns have now conducted over 100 interviews on their podcast. At the end of all of them, they have asked the
