Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been largely a function of a painful underlying market rotation out of high Momentum and expensive Growth stocks as rates and inflation expectations underwent a sharp adjustment. We see higher rates largely as a function of earlier and stronger than expected economic…
It’s not just that Fitbit (FIT) reported a miss on the top-line, but more so that the company lowered...
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
Well, it definitely got worse before it got better, or got flat for the week. This was largely our...
Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious...
With the halfway point of 2023 two weeks away, the S&P 500 has broken out to a 12-month high....
Who could have predicted 🔮 this past Friday’s intraday price action and how the day ultimately concluded? Well, calling...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
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