While there is some sympathy for our mid-cycle transition, most think it’s too early, or not worth acting on. There is also push back on our call for lower valuations and some of our specific relative value trades. Finally, investors are more bullish on the earnings outlook for next year. Some,gradual, buy in to the mid-cycle transition. We laid out…
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
Given the state of macro-affairs that are bleeding into the market outlook, this week’s Research Report will discuss the...
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
“People who succeed in the stock market also accept periodic losses, setbacks, and unexpected occurrences. Calamitous drops do not...
With just 2 months remaining in the 2021 trading year, investors are gearing up for the typical seasonal tailwinds,...
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