Closing out the 1st week of earnings season found the major averages higher last week. In the wake of earnings results from Citigroup, Wells Fargo, Blackrock and JP Morgan Chase, however, investors found the earnings reports to be a sell the news type of event. While we’re not going to get into the individual reports from each bank, on Friday,…
Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very...
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no...
Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...
In an investing world that is filled with various investment vehicles, strategies and practices, risk vs. reward usually plays...
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
There are two more trading weeks remaining in the Q1 2019 period. The S&P 500 (SPX) is up some...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
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