The situation at Macy’s (M) is as bad as it was when I began covering the company in January of 2016.In my first publication, I offered a very cautious outlook on the retailer, but more importantly recognized the absolute disconnection between management and operational “know how”. On January 15, 2016, I authored an article titled Macy’s Taking Cue From Peers Who’ve…
What a week, month I mean. The first three quarters of 2022 have been disasterous for investors of all...
Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
Cyclicals and small caps have gained more attention even as fiscal deal looks less likely because economic recovery has...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM....
What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing...
David Tepper was once asked about his thoughts on Gold and whether or not it has a place in...
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