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,…
Long-term investing is largely about corporate earnings, sales and the ability of a corporation to deliver a reasonable return...
Much of the trading week was once again driven by fear of inflation, rising bond yields and a continuation...
If you enjoy roller coasters then you probably enjoyed the market action this past trading week. From peak to...
It’s not often that such a market rally, now nearly 2 months in the making, can frighten investors, but...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
Most of the measures in the MTI’s Sentiment category—including the Bullish Sentiment of stock market newsletter writers—are interpreted in...
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