IN THIS ISSUE • Macro Strategy—Housing activity and prices are currently picking up, supported by a convergence of cyclical, structural and behavioral forces. This is a positive backdrop for housing-related stocks and will support the recovery in the overall business cycle.• Global Market View—Equities have remained resilient in the face of rising virus cases with the S&P 500 trading near…
Earlier this month, Target released its Q4 2017 results alongside 2018 guidance. The release brought with it selling pressure...
Keep it simple and know your ABC’s of investing: Always, Buy, Corrections!! If you would like to watch...
Two-Hundred Years of Market Concentration in the United States Dr. Bryan Taylor, Chief Economist, Global Financial Data Investors have...
Despite what has now been a near 10% S&P 500 (SPX) correction from it’s all-time high set in September,...
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
In 1987 shortly after Black Monday Peter Lynch was interviewed about the minimal hedging incorporated within the Magellan Fund:...
A lot has been going on in markets – aggressive Fed talk scaring investors, runaway commodity prices, war in...
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