Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated (S&P 500 2021-2024E EPS: $208-$225, ~2.5% CAGR), and the market has moved sideways averaging near our price target of 4,200 (2022 avg: ~4,100; 2023 avg: ~4,250). Equity concentration reached levels not seen since 1970s with a very narrow leadership, which is…
2024 is in its home stretch, with investor and market participants from all walks of life along for the...
A strong US consumer setup at a time of economic reopening to unleash pent-up demand and drive growth. Our...
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
by Barry Napp Our 2022 outlook note was titled Inflation Politics & Policy and began with a section titled “liquidity...
Critical Technical Support Holds This week’s note will be shorter than normal given the Tech playbook note we also...
Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated...
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