“I recommend the S&P 500 index fund and have for a long, long time to people,” billionaire investor Warren Buffett said at Berkshire Hathaway’s annual shareholders meeting last May. If you would like to watch our weekly State of the Market, please click the provided link. Have a great trading week everyone! Corrections are usually short/steep from start/finish. Can start/end without warning,…
Good weekend all! Please take some time to review the thoughts and ideas concerning the macro-market landscape since the...
A question facing most investors today is the outlook for equities, and more broadly market risk. This ties into...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
Key talking points We take a look at how consumers have historically adjust their spending during recessions and compare...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
In lieu of our regularly scheduled State of the Market video analysis, this week we offer a general public...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
Please take some time to read this weekend’s 3rd party Research from DataTrek, Merrill Lynch and Fundstrat. We will...
JPM Market Recap
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JPM Research Note
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JP Morgan Market Volatility Report
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