A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in Europe, COVID reopening in some parts and closing in other parts of the world. One should not be entirely surprised that all of this resulted in investor sentiment falling to 30-year lows (e.g., AAII % bulls reading at ~16%) and positioning…
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
The J.P. Morgan View Booming markets, disturbing protests and a collapsing dollar Cross-asset strategy: Risky markets are booming and...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
Good weekend to all Finom Group members! During our off-reporting weekend, please find the following reporting from RBC Capital...
My wife’s great grandmother died this year aged 100. Ida Beckett, this is your life (in US stock returns):...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
Welcome to RBC’s Markets in Motion podcast recorded August 7th, 2023. I’m Lori Calvasina, head of US equity strategy...
Late in 2016 and after Bed Bath & Beyond (BBBY) reported their Q3 2016 results I authored a detailed analysis of...
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