A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the Fed’s more aggressive response to the “on Fire” data. Lower valuations is our call for 2022, and the Fed’s accelerated taper just brings it forward. Favor Large Cap Defensive Quality. We Didn’t Start the”Fire.” Over the past week, markets faced 2new…
Markets are showing increasing stress, deteriorating market internals/breadth, and investors will advantage themselves with a game plan. Check out...
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
In light of declining volatility – the VIX index and its term structure started to normalize Wednesday – where...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
Soooooo… feels like the market is running in place, right? Since hitting its initial 2023 high on February 2nd...
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
For most investors and traders, last week was one of the worst weeks in market history that they experienced...
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