9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help break negative doom loop on stocks. We discuss: Tireless Ken and team analyzed earnings transcripts and found 360 references to Israel- Gaza connected to headwinds, uncertainty, compared to ~45 to 50 past 5 quarters. So the war is even top of…
After a rather rocky road traveled in the first half of 2017, J.C. Penney sales results improved dramatically in...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how...
Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental...
It’s funny what a difference a week can make in the markets. Up until last week, the equity market...
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
The post-Trump election victory did not produce the widely anticipated and/or forecast downtrend in the equity markets. In fact,...
September is very much living up to its usual swooning of price action, and finding investors recoiling. The seasonality...
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