With consecutive down weeks for the markets and the manner in which this past Friday played out for investors, dismay, pessimism, and doubt are likely to plague investor sentiment once again. On June 30, 2022, the S&P 500 (SPX) finished the first half of the trading year in bear market territory, down 20.58 percent. It was the 3rd worst start…
They say there are only two certainties in life: Death and Taxes. Of course, as a colloquialism, it is...
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
MARKETS AND INVESTING: November 22, 2019 Read the latest Weekly Headings by CIO Larry Adam. Key Takeaways Plentiful Jobs...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
Last week we took a look at the price action of the S&P 500 after a very volatile week....
I’ve gathered a few ideas from several of my memos this year – plus some recent musings and conversations...
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