Archive for category: Research Reports

Macro Strategy—Businesses have responded to unprecedented U.S. consumer-demand strength and rising capacity utilization rates by bringing real equipment investment...

This week, we provide feedback to our 2022 Outlook—spoiler alert—there wasn’t as much as usual. Meanwhile, consumers are opening...

Since the S&P 500’s 8-day win streak ended on November 8th, I think we can say that the market...

“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...

With financial conditions tightening and earnings growth slowing, the 12-month risk/reward for the broad indices looks unattractive at current...

We’re back! It has been a couple of weeks since our last weekly Research Report, but we hope some...

Market participants can access data points; access is NOT the struggle. The struggle is in the SEQUENCING of data...

The US equity market continues to ride the wave of liquidity and seasonal FOMO. As we approach our bull...

With just 2 months remaining in the 2021 trading year, investors are gearing up for the typical seasonal tailwinds,...

“The speculator fights his own good sense, struggles against his own will … and is at odds with his...

Growth is slowing for both the economy and earnings and is unlikely to bottom until 1H2022. Meanwhile, earnings revisions...

Welcome back traders and investors. New highs, new highs and not quite new highs. What am I referring to?...

“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...

Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...

Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...

With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...

Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th...

Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...

Cross-Asset Strategy: As we indicated in a previous report, a combination of a strong recovery in demand, easy policy,...

“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...

Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...

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