Goldman Sachs Rubner Cancels The Fall Correction

The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process....

Stepping back from the January noise, the trends in core economic activity data are discouraging. It’s unrealistic to think...

The stock market rally off the washed-out lows of early last fall has run further and for longer than...

The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...

“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...

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

Can’t say it hasn’t been an interesting Q1 2023, right? With the New Year getting off to a sizzling...