Retail stocks were punished on January 27, 2016 as fear levels increased over the potential for a border tax.The newly positioned Trump administration is seemingly favoring some form of an import tax and retailers are in the cross hairs if implemented.Bloomberg Intelligence analyst Caitlin Webber is quoted as saying Wal-Mart (WMT), Target (TGT), Best Buy (BBY) and Costco (COST) would face billions of…
The trading week that was ended in a manner that many may have not anticipated. As we read this...
The S&P 500 (SPX) rallied sharply this past week, gaining 6.45 percent. This is the second 6%+ weekly gain...
This article first appeared in Financial Times: Jennifer Ablan, Colby Smith, Richard Henderson in New York and Joe Rennison...
In 2023, the S&P 500 gained 20% yet most investors sat on the sidelines as many expected the U.S....
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
Technically Vulnerable? For this week’s segment of “Looking at the charts/quants”, we’ll lead with the most perfect of quant...
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
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