Corporate outlook continues to improve on stronger than expected economic and earnings recovery, constructive guidance, as well as positive balance sheet liquidity trends. Earnings recovery is ahead of expectation due to unprecedented policy supports during lockdowns, pickup in global business cycle, accelerated growth from long duration tech plays, and more recently dollar weakness. These long duration plays (~53% of S&P…
Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of...
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
There is nothing wrong with unbridled enthusiasm when it’s correlated to the appropriate level of rationale. That’s the premise...
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