Every time the market falls a little, we worry it’s going to fall a lot. ~Michael Batnick When it is time to buy, you won’t want to! ~Walter Deemer Seth remains on vacation through this weekend. As such, we will not have a video for this week’s State of the Market or a weekend Research Report until the following week….
Cross-Asset Strategy: The growth-policy tradeoff appears set to improve in 2H, and earnings revisions turned broadly positive in key...
“Speculation is an effort, probably unsuccessful, to turn a little money into a lot. Investment is an effort, which...
Macro Strategy—Powell On A Mission: U.S. policymakers responded to the pandemic shutdowns with the most aggressive fiscal and monetary...
From the pandemic lows on March 23, 2020, the S&P 500 is now up more than 96% and nearly...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
By Ian Shephardson of Pantheon Macro Economic Slowing Wage Gains will Give the Fed Room to Pause, but not...
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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