US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30% recovery in S&P 500 from the Mar 23 trough, even as earnings expectations and macro outlook were steadily being revised lower by the street, has come as a surprise to many. After the market crossed our bear case level of 2,300,…
2020 Mid-Year Outlook for Economies and Markets as the World Re-opens Summary and Replay of 2020 Mid-Year Outlook Virtual...
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand...
With the focus on inflation and the Fed now an obsession, it’s time to pivot to growth and how...
Admittedly, that was a trading week not worth forgetting. More importantly, it was a trading week that was very...
Trading this market can be quite frustrating, with historically high likelihood setups repeatedly failing. I keep myself sane by...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
Welcome back! Every week, Seth and I discuss all the facets of the market and what are the factors...
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