David Tepper was once asked about his thoughts on Gold and whether or not it has a place in the average investor’s portfolio. “The markets rarely are what we want them to be and are what we rarely want! It’s supposed to feel uncomfortable. What’s the only logical conclusion from this? If you’re investing in Gold, you’re not an investor;…
That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...
“Time in the market” is only a benefit if the market is heading in a positive direction. Otherwise, idleness...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
The explosion of interest in artificial intelligence this year has fueled a major rally in technology stocks, with a concentrated group...
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
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