{"id":56048,"date":"2024-01-07T15:00:58","date_gmt":"2024-01-07T20:00:58","guid":{"rendered":"https:\/\/thedisciplinedinvestor.com\/blog\/?p=56048"},"modified":"2024-01-25T13:21:59","modified_gmt":"2024-01-25T18:21:59","slug":"tdi-podcast-skate-to-the-puck-850","status":"publish","type":"post","link":"https:\/\/thedisciplinedinvestor.com\/blog\/2024\/01\/07\/tdi-podcast-skate-to-the-puck-850\/","title":{"rendered":"TDI Podcast: Skate To The Puck (#850)"},"content":{"rendered":"

Conflicting Data \u2013 but absolute certainty.<\/p>\n

What was in is out \u2013 a rotation at the start of the year.<\/p>\n

The 10-year Treasury tops 4% – for a moment \u2013 looking like a key resistance point.<\/p>\n

And our guest\u2026Sam Burns of Mill Street Research.<\/p>\n

\"TDI<\/a><\/p>\n

<\/p>\n

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\"\"<\/a>Sam Burns, CFA<\/strong> is the chief strategist at Mill Street Research \u2013 an independent research company specializing in proprietary institutional research tools for asset allocation, stock selection, and macro-economic indicators.\u00a0 Burns has more than 20 years of experience as a market strategist providing US and global investment insights at Wall Street firms including Oppenheimer & Co., Brown Brothers Harriman, State Street Global Markets, and Ned Davis Research.<\/p>\n

Mill Street Research: <\/strong>Mill Street Research provides a suite of consistently updated research reports and data for institutional investors covering asset allocation, country allocation, sector, and industry selection, equity factor analysis, and a robust quantitative stock selection process. The firm publishes more than eight research pieces each month to update investors on the various models and provide commentary on the current market and economic trends.<\/p>\n

You can find Sam Burns & Mill Street Research at https:\/\/www.millstreetresearch.com\/<\/a><\/strong> and on Twitter at @MillStResearch.<\/p>\n

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Check this out and find out more at: http:\/\/www.interactivebrokers.com\/<\/a><\/strong>\"Interactive<\/a><\/p>\n

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Follow @andrewhorowitz<\/a>