The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis strongly suggest PEs will fall this year as rates rise and earnings revisions flatten out. This is a high conviction, non-consensus view we think is already playing out at the stock level. While unfinished in our view, it may take a…
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
Just 2 more trading days remain in 2019 and with that we are looking forward to the longest expansion...
Another record closing week for the major indices, with all 3 achieving new all-time highs. Additionally, the S&P 500...
In this week’s State of the Market we take a look at what the market may produce for the...
Good weekend all! Please take some time to review the thoughts and ideas concerning the macro-market landscape since the...
Stocks inched higher this past trading week, digesting a slew of updates that suggest the global and domestic economic...
If you would like to watch our weekly State of the Market video, please click the provided link...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
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