Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market has done two things: 1) Committed to the seasonal pattern 2) Gone nowhere with increased volatility. The last two weeks have produced uninspiring price action for market participants, with both bullish and bearish narratives thrown into the mix as they almost…
Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...
The prior week for equity investors and the major averages was shaping up to be a strong week that...
A quick review from some of our notes in the prior weekly Research Report before we get started, if...
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
If you are invested in any major department store retail equity you are well aware of the absolute beating...
This past trading week, the markets continued to look beyond the rising COVID-19 infection rate and toward a future...
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