The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period of elevated risks (global trade war, COVID-19 pandemic, US election uncertainty, etc.), the outlook is significantly clearing up, especially with news of a highly effective COVID-19 vaccine. We expected an imminent vaccine outcome and a rotation out of COVID-19 beneficiaries /…
Markets Are Discounting Machines.Financial markets look ahead and discount what humans often can’t see or even imagine. 2020 may...
Pundits and gurus master the art of going out on a limb without going out on a limb. ~Philip...
“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
While certain individual stocks demonstrated massive downside moves this past week, the indices managed a consecutive weekly gain. In...
Echoes Of 2021 Like us, we suspect most of our research clients have at least one or two non-professional...
J.P. Morgan’s Mike Ferolli Fundstrat’s Tom Lee Bank Of America’s Savita Subramanian
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
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