With the back-stopping of bank deposits by the Fed/FDIC, many equity investors are asking if this is another form of QE and therefore “risk on.” We argue it’s not, and instead represents the beginning of the end of the bear market as falling credit availability squeezes growth out of the economy. This Is Not QE…Once again, bond and stock markets…
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. Our emphasis in this week’s SOTM...
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
It was another ugly retail sales report for the month of March and with February’s retail sales being revised...
Trading this market can be quite frustrating, with historically high likelihood setups repeatedly failing. I keep myself sane by...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show...
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