That was something for all the market pundits and critics to behold last week was it not? The mantra surrounding the disbelief in the market rally that started in late April has been FANG, FANG, FANG. What we actually saw during the 5-day reporting cycle for FANG, however, was a market that held up rather well despite some dramatic, individual…
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
Good morning fellow investors. This week’s Research Report will hit with greater brevity than you’ve seen with many of...
The market appears ready to take on a more defensive character as we experience a meaningful deceleration in earnings...
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
Back in the 1980s, Dr. Ed Yardeni popularized the phrasing that concerned an investor population, which was believed to...
The reality is far more innocuous than the reaction sometimes. When Amazon (AMZN) announced its acquisition of Whole Foods...
Soon after both Macy’s (M) and Kohl’s (KSS) reported negative holiday sales comparisons of greater than 2%, J.C. Penney...
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