The mid-cycle transition de-rating is advanced but unfinished. Falling earnings revision breadth this fall will likely complete that process. We like a barbell of defensives (h/c and staples) and rate plays (financials) as Fed moves toward tapering. Weak breadth reflects De-rating under the surface. Our mid cycle transition continues with weak breadth, quality stocks doing better and an overall de-rating…
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
I’ll be flying solo for this weekend’s Research Report, as Edward is off this weekend. So forgive any shortcomings...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
Words carry meaning! As an investor, when contemplating those words in the geopolitical and macro realm, deciphering words and...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
Yield curve is the most inverted in decades, yet many parts of the market are making new 52-week highs....
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