As H2 2021 Begins, There’s A Lot For The S&P 500 To Digest

In roughly the last 10 trading sessions, the S&P 500 (SPX) and Nasdaq (COMPQ) have lost 10% of their...

Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....

While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...

Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...

Cross-Asset Strategy: While growth risks are elevated, our base case looks for an acceleration in global growth in the...

Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...

  Yardeni Research US Economy I: Permabulls Versus Permabears. Some of our best friends are permabears. They are smart...