OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate dynamics that developed in 2020, we believe 2021 represents a year of multiple transitions—“The Gateway to the New Frontier.” First and foremost, we believe this transition develops away from peak uncertainty to a more certain, albeit curious, environment. This would begin…
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
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