With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it does not price the risk of a recession, in our view, which is 15- 20% lower, or roughly 3000. The Bear market will not be over until recession arrives or the risk of one is extinguished. What do forward EPS contractions…
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
Sarcastically speaking, it’s a bit humorous how the recession vibes from early August have almost disappeared by the end...
Macro Strategy—Volatile Times Ahead: Untethered money-supply fluctuations have created a new, more volatile environment for asset allocation. Until the...
Goldman Sachs chief political economist Alec Phillips Goldman Sachs now offers that it’s “base case” for the next fiscal...
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