Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think is priced, followed by a sharp EPS rebound in 2024/2025. We recommend investors focus on stocks with defensive characteristics, operational efficiency, and earnings stability. Cyclical Bear within a Secular Bull… We still expect a meaningful earnings recession this year (-16%Y decline)…
The best hedges are cash and time, which work in tandem! The answer to fear of downside risk is...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
The consolidation phase is upon us. It is more recognizably taking place, and as usual, causing investors to doubt...
To take a page out of last weekend’s Research Report, let’s highlight the theme centered on the probability of...
Aggregate Estimates and Revisions by David Aurelio Fourth quarter earnings are expected to increase 11.9% from Q3 2016. Excluding the...
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
How about them Small-caps? How about that follow-through? How about the 3-week rally which has seen the S&P 500...
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