US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months, we have been aggressively pushing the upside case for equities (Market Update Mar’20). Going into this year, we argued for a continued melt-up with S&P 500 reaching 4,000 in 1Q and the majority of the upside to our year-end PT of…
Late in 2016 and after Bed Bath & Beyond (BBBY) reported their Q3 2016 results I authored a detailed analysis of...
The reality is far more innocuous than the reaction sometimes. When Amazon (AMZN) announced its acquisition of Whole Foods...
Fitbit (FIT) reported rather dismal Q1 2017 metrics last week, but even so shares of FIT rose sharply. Why...
My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns):...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
Did anything change during the trading week to reinforce our bullish outlook on both the economy and equity market...
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