Investors’ belief in a 2H EPS recovery is growing amid a stronger than expected reporting season. Meanwhile, the recent leading macro data have slowed further. We recommend owning high operational efficiency and earnings stability stories and offer related screens in today’s note. Investors’ belief in a 2H EPS recovery grows…The driving force behind the resiliency in earnings revisions breadth is…
Fitbit (FIT) will report its Q3 2016 results after the closing bell on November 2nd and too much anticipation as both...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim...
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
Everyday I read The Chart Report. It’s a mixture of charts and thoughtful quotes for what I find to...
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