Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many saying earnings estimates are still too low. On the latter, the focus has become an obsession. On both fronts, we could be at a moment of (too) Great Expectations. It’s better to travel than arrive. Markets are discounting machines and often…
J.C. Penney (JCP) reported an increasingly worrisome sales performance last week as the company put forth its Q1 2017...
J.P. Morgan Early Look at the Market – Weekly Recap – Fri 12.21.18 Trading Desk Commentary; For Institutional Investors...
‘Fire’ AND ‘ice’ persist in the US…Monetary policy continues to tighten as confirmation emerges that growth is slowing (PMIs...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
Welcome back to our weekend Research Report and look inside all the macro-market driving forces for which we analyze...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
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