Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th quarter of 2021 and the most volatile month of the calendar year for the markets. Coming off the worst week for the S&P 500 since January, the first full week of trading in October started with a very negative tone on…
The Mid-Cycle Transition Over the past month, we’ve taken a different path than most equity strategists. Rather than getting...
Good weekend all! During our off-reporting weekend, please consider our 3rd-party Research compilation from around Wall Street. Our final...
It’s not just that Fitbit (FIT) reported a miss on the top-line, but more so that the company lowered...
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
Languishing over the 2018 market won’t do investors any good, but it is important to reflect on what made...
To achieve long-term success over many financial market and economic cycles, observing a few rules is not enough. Too...
When you feel like giving up, realize that at that very moment, you are at the same fork in...
JPM Market Recap
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