Big week for the S&P 500 (SPX), depending on which side of the fence you’re leaning of course! The path of least resistance, advancing higher, proved the path taken through mid-week and until all was lost. There was something to be gained from the weekly trading range whether you were bullish or bearish. That has rarely been the case since…
We remain constructive on equities and see the latest round of growth and slowdown fears premature and overblown. Even...
Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...
Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang,...
Hindsight is 20/20, as they say, but regret is front of mind and stickier than even inflation proposes. When...
Another choppy, headline-driven trading week. Fortunately the choppiness resolved itself to the upside and further erased the previous week’s...
For this week’s tech report, we focus on that shiny precious metal: gold. Ever since the post-recession high in...
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