Archive for category: Research Reports

“If you can’t pull the trigger on stocks here it may be because you’re focused on the next 3%...

A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...

The way Technicians feel about Fundamentals is the way Quants feel about Technicians!! Know which discipline aligns mostly with...

7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....

Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...

Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...

While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...

Key Metrics Earnings Growth: For Q4 2021, the estimated earnings growth rate for the S&P 500 is 21.2%. If...

Look for further upside in 2022, the cycle is far from finished… the dip driven by new variant scare...

A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the...

Who needs a reset? Is it the S&P 500 (SPX), the forward price/earnings (P/E) multiple, the Nasdaq (COMPQ), the...

Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...

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...