Fundstrat: The Final Quarter of 2023, Not The Final Quarter of Bull Market

Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...

Alpha over Beta. The wild price swings of the past month are a function of two things in our...

This week’s focus is likely to be centered on CPI and the Fed. To us, that is yesterday’s news;...

Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...

If you were asked to do nothing as an investor for the week to come, could you do it?...