Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change from earlier in the year, and raises the likelihood of earnings disappointment that’s not priced if we’re correct. Meanwhile, narrow and late cycle leadership persists. Thoughts from the Road…Having spent the last few weeks on the road engaging with clients globally,…
Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that...
Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This...
The average length of the bear markets since WW II has been 16 months; the average length of the...
This past week was yet another turbulent week for the major averages, but they managed there best week in...
Rumors can be difficult to manage when they surface and center on an investment vehicle in your portfolio. As...
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