Fundstrat: The Everything Rally Has Begun

I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...

Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...

 Slower spending growth in February   The growth in Bank of America credit and debit card spending per household decelerated...

The Rise of DeepSeek: What the Headlines Miss Lennart Heim and Sihao Huang Recent coverage of DeepSeek’s AI models...

Good Sunday Finom Group members, from around the world. During our off-reporting weekend (2 weeks on, 1-week off) this...

The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...

In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...