Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show Me the Money!) and spent last week talking with investors around the globe. Our call for higher earnings to drive returns seemed mostly consensus and we received little push back on our call for multiples to normalize lower. Vaccine efficacy has…
Try telling an investor that April is typically one of the absolute best months of the year for market...
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang,...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
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