Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The newly positioned Trump administration is seemingly favoring some form of an import tax and retailers are in the cross hairs if implemented.Bloomberg Intelligence analyst Caitlin Webber is quoted as saying Wal-Mart (WMT), Target (TGT), Best Buy (BBY) and Costco (COST) would face billions of…
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
To kick off the MS Global Healthcare Conference, onSeptember 14, Risinger and Harrison hosted former FDACommissioner Dr. Scott Gottlieb...
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth NOBODY...
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
Thank goodness that is over with; September and the historically weaker returns associated with Q3 are complete! The period...
While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on....
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