Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is one of those years whereby most stocks are underperforming the indices themselves, and by a great deal. It’s a stock market year, not a stock picker’s year. In truth, it’s been that way for the last 18 months now. If you…
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
A “soft landing” for the economy in the US seems increasingly possible, so we look back at previous similar episodes...
This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The...
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