STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could be rising, in part due to the spread of the more transmissible variants (Delta, etc.), but the approved vaccines seem to be containing the spread, and more importantly, limiting the severity of the disease (for a vaccinated individual). The AP published…
“While so many worry about trying to grab a few pennies in front of a steamroller… We could be...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
January 13, 2023 by Doug Ramsey of Leuthold Group This year is off to a much stronger start than...
As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the...
Fundstrat’s Tom Lee: The August jobs report came in at +142k (vs Street +165k) and the unemployment rate fell...
Market participants can access data points; access is NOT the struggle. The struggle is in the SEQUENCING of data...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
Key talking points Bank of America aggregated credit and debit card spending was up 11% year-over-year (YoY) in June....
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