Weekly State of the Market: Consolidation Arrives

At first glance, U.S. equities seem to be riding a bullish wave. The S&P 500 is up more than...

While the Nvidia hype would make you believe the company owns and drives the entire AI narrative, investors would...

By J.P. Morgan Wealth Management There’s no shortage of worries batting around: the Fed is holding resolute on its...

“Bear markets do not end until: 1) sellers have panicked; and 2) buyers are panicked to buy again.” ~The...

Weekly Warm-up: More on The Mid Cycle Transition to Quality; Staples over Discretionary Last week we argued for a...

STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...

Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...