With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how much it will decelerate. We remain more concerned about growth than most and Friday’s consumer confidence number should not be overlooked in that regard. Correction remains incomplete. The CPI is old news. While last week’s inflation release got all the attention,…
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
The significant breadth strength of the 2020-2021 bull market has provided investors with a tremendous advance since the March...
After a rather rocky road traveled in the first half of 2017, J.C. Penney sales results improved dramatically in...
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