With ten trading sessions of the New Year complete, January and 2021 are off to a modest start. The Covid19 vaccine rollout has proven more difficult than previously forecast by governments, economists and the like. The economy has, by many measures, found a soft patch in economic activities. Lastly, but certainly not least and shy of the Russell 2000 (RUT…
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
Since at least Jackson Hole, the narrative has been that inflation is a big problem, and the Federal Reserve...
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
Cross-asset strategy: Higher rates was one of late 2020’s most-consensus views, but higher rate volatility was not. Hence,...
The situation at Macy’s (M) is as bad as it was when I began covering the company in January...
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