Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing ready to deliver its message and rate path to the market, investors braced for a possible disappointment. When the FOMC announcement came, the flood gates let loose a barrage of equity buying that further lifted markets to yet another all-time high….
Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated...
The war between Hamas and Israel – and the potential for escalation to the wider region – has increased...
As I watch the famed AMC series “The Walking Dead” I can’t help but to consider Bed Bath & Beyond (BBBY )...
That was quite the interesting trading week was it not? Up until Wednesday, the markets looked as if it...
This coming week is the most important week for August 2024 because of the Jackson Hole Symposium and Fed...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
From inside Oaktree Financial Services monthly newsletter, written by famed investor Howard Marks. Here’s an excerpt from an excellent...
JPM Market Recap
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