“The bond market doesn’t seem to be worried about inflation but bond investors seem to be apprehensive about the economy,” said John Kosar, director of research with Asbury Research in Chicago. “That’s not a good sign. In general, the bond market is the one that tends to get it right.”
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“I have not seen better technical analysis in my 19-year career. John (Kosar, Director Of Research) is objective, clear, experienced, sensible, and accountable. He remains disciplined when markets are schizophrenic and does not hesitate to present contrarian calls even when plenty of seasoned participants are pointing the other way. Accurate macro forecasting is the product of sound fundamental analysis and superior technical analysis, so John’s work is invaluable to me.”
Macroeconomic Strategist, Investment Research Firm, New York