Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has enough momentum to get past the election. Earnings and economic revisions support our barbell of Cyclicals and growth at a reasonable price. Cyclicals have garnered more attention despite fiscal concerns. Amid growing speculation of a potential Democratic sweep and possibly greater…
IT’S OFFICIAL! The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research...
Plunging Core Inflation and Slower Growth will Force the Fed’s Hand * The risk of recession persists, though our...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
This past week was yet another turbulent week for the major averages, but they managed there best week in...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
J.C. Penney (JCP) reported an increasingly worrisome sales performance last week as the company put forth its Q1 2017...
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
Many believe that bond yields will not be able to move up much, partly as there is no sustained...
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