Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think is priced, followed by a sharp EPS rebound in 2024/2025. We recommend investors focus on stocks with defensive characteristics, operational efficiency, and earnings stability. Cyclical Bear within a Secular Bull… We still expect a meaningful earnings recession this year (-16%Y decline)…
Welcome back ladies and gentlemen! This weekend’s Research Report will be abbreviated, as we maintain our outlook for 2024,...
Divergence! A one-word sentence used appropriately to describe last week’s trading action where the Dow was significantly lower than...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
Posted on January 3, 2019 by Andrew Thrasher, CMT There’s a saying that market tops are a process and...
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
The trading week that was ended in a manner that many may have not anticipated. As we read this...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
