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Broadmark Asset Management

Market Commentary

Tactical Topics

Articles

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Tactical Topics:

Potential Disruptions in Stock Market Liquidity

Where Are We in the Stock Market Cycle?

Using Tactical Investment Strategies in a Passive Investing Environment

Calculating Upside/Downside Capture Ratios for Equity Hedge and Tactical Managers

Where Are We in the Economic and Stock Market Cycle? Mid-Year Update

Comments on Valuation Measures

Federal Reserve Rate Hikes – A Historical Perspective

Upside/Downside Capture Ratios for Tactical Managers

Historic Taper

 

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