Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on 2022 due to lower margins and higher taxes. With our view for further derating, our S&P targets remain largely unchanged. We also take a deep dive on what companies are currently saying. Marking to market on strong earnings meets mid-cycle de-rating….
The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...
The Leuthold Group: Not Normal The Major Trend Index was unchanged at a Neutral reading of zero for the...
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
David Tepper was once asked about his thoughts on Gold and whether or not it has a place in...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
That was a pretty bullish end to an otherwise fear littered week that centered on two major points of...
Good Sunday morning to all! As mentioned throughout the week, due to the birth of my nephew, we will...
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
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