Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has enough momentum to get past the election. Earnings and economic revisions support our barbell of Cyclicals and growth at a reasonable price. Cyclicals have garnered more attention despite fiscal concerns. Amid growing speculation of a potential Democratic sweep and possibly greater…
“The S&P 500 has not bottomed in the months of January – May when it has finished the year...
Powell made it clear the Fed will do whatever is necessary to maintain price stability which means tighter financial...
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
Chair Powell and the Fed make it crystal clear that their job fighting inflation remains unfinished. Ironically, while bonds...
Three trading weeks have been logged in the New Year and with that… still no signs of increasing volatility...
The S&P 500 (SPX) has been on a wild ride this past trading week and it remains a guesstimate...
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for...
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