The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year. However, it’s also been a tailwind for earnings. Now, we are on the other side of that mountain, and operating leverage is rolling over likely more than the consensus expects. Be careful what you wish for…Inflation has likely peaked and will…
Bear markets are about buying value! Bull markets are about realized profits for value seekers! In other words: “INVESTORS...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
BofA Merrill Lynch 2019 Market Outlook: From Peak to Trough, the Market Unfriends Stocks and Bonds, Likes Volatility, and...
Fitbit (FIT) entered its Q2 2017 quarterly report with its stock performing at its lowest valuation since becoming a...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
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