With the S&P 500 up more than 20% YTD, alpha has been harder to generate this year. Having the right narrative has helped. We see the mid cycle transition ending with a 10%+ correction either by fire or ice which will determine the right leadership. Own Defensives, Financials & Consumer Services. Strong index and big rotations have left active managers…
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
“Experience is what you get when you don’t get what you want.” ~Howard Marks So if you missed the...
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
We’re back! It has been a couple of weeks since our last weekly Research Report, but we hope some...
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