After a first quarter decline for the major averages, and during a midterm election year, it became clear that 2022 was going to be a struggle for investors. There was no guarantee the year would bear a negative return then, but it is becoming increasingly probable after a significant market decline in April came to pass. 2022 goes in the…
Welcome to our latest weekly research report where we’ll be discussing our usual topics surrounding the economy and financial...
Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...
“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
“The retailers are reporting, the retailers are reporting”! Some of the biggest names in the retail sector have started...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Correction has arrived, positioning and leverage should do the rest. A combination of peaking rate of change in M1/M2and...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
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