The famine in small cap performance that has seen relative returns wither and fade is now in its seventh year, and investors are wondering if the Fed’s easing cycle will finally be enough to bring them back to life. Small caps began the new millennium with a long run of outperformance; once the aftermath of the internet bubble stabilized, the…
The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
Another record closing week for the major indices, with all 3 achieving new all-time highs. Additionally, the S&P 500...
If you’re not hedged already, there is probably no better time than the present to start considering how to...
Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent...
“I recommend the S&P 500 index fund and have for a long, long time to people,” billionaire investor Warren...
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