Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change from earlier in the year, and raises the likelihood of earnings disappointment that’s not priced if we’re correct. Meanwhile, narrow and late cycle leadership persists. Thoughts from the Road…Having spent the last few weeks on the road engaging with clients globally,…
“In this business, if you’re good, you’re right six times out of ten. You’re never going to be right...
For those disappointed that February’s employment report won’t be released until March 10th, we have something to consider in...
The last two trading weeks have not made the bulls whole, but have certainly slashed the hopes of those...
The trading week in review kicked-off with more whimpering and selling pressure before rallying some 17% over the next...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
You will hear plenty of commentary from Fitbit (FIT) fans and investors regarding the future of Fitbit with a...
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
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