While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would do well to realize how early we are in the AI monetization cycle. By The Mann Institute: As the most-hyped company in the world, Nvidia, hosts its conference on the future of AI this week, which some have dubbed “the Woodstock…
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
Market and Volatility Commentary V-Shaped Recovery, Low Positioning = More Upside, Commodity Sector Trades The V-shaped recovery and Positioning...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
The non-seasonally adjusted headline CPI eased for an eighth consecutive month to 6.0% in February (Chart 1). The seasonally...
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