Slower spending growth in February The growth in Bank of America credit and debit card spending per household decelerated in February to 2.7% YoY, from 5.1% YoY in January. On the month seasonally-adjusted (SA) total card spending rose 0.7% MoM, compared to the strong 1.3% MoM in January. As discussed in last month’s Consumer Checkpoint, we think January was likely…
Trading this market can be quite frustrating, with historically high likelihood setups repeatedly failing. I keep myself sane by...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
“The most important financial lessons aren’t learned slowly during bull markets. They are seared into your brain in bear...
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
Fear dominates in times that are especially uncomfortable. Bear market, recession, yield curve inversion, whatever….Negative focus/thinking is a self-perpetuating...
Costco (COST) reported 4th quarter results that showed a surprising beat on the bottom line. Initially, the stock reacted with a nearly...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s episode we discuss...
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