Brian Belski, Humilis

Cerity Partners strategist: hedge-fund deleveraging, not fear, drove the chip selloff

4 calls: why political risk won't stop the AI buildout, why forced hedge-fund selling was the real story, and why Brian Belski says the catch-down isn't…

Nov 7 • Scuttlebutt

8 to 10 years at least remain in the stock market's secular bull run, Humilis CEO finds

15 calls: Deutsche Bank on short euro and 8,200 on the S&P 500, PIMCO on 6% to 7% bond yields, and Standard Chartered on why growth won't shrink the…

Oct 7 • Scuttlebutt

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