Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short, inflation debate remains undecided and will likely stay that way for awhile longer. This will keep equity markets choppy and the debate about Value over Growth alive as well. With earnings season over, all eyes are back on the macro for…
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Did The Fed Already Pull It Off To watch our State of the Market Heading Into 2H 2024 video,...
Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
If it’s been said once it has been said millions of times, “everyone would be a buyer if stocks...
Some 90% of RIAs can’t analyze markets with any proficiency! Some 90% of analysts can’t advise clients in a...
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