Fundstrat: Summer Of Small-Caps

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

I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...

In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...

Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...

So far – so weird, but to-be-expected. One month and 1-week into the New Year and it’s already beginning...

A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...

We continue to be more focused on what growth is going to do rather than rates and believe investors...