In my conversations over the years with retail investors — many of whom are novices (not that there’s anything wrong with that) — most don’t swap their long positions for short positions when they turn bearish. Rather, they tend to embrace more of a risk-on versus risk-off approach. ~Sam Ro If you would like to watch the Weekly State of…
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
Macro Strategy—Expansion and Profits Growth to Continue in 2022: Current Federal Reserve (Fed) projections and the leads and lags...
The bull vs. bear battle wagered on this past trading week, as the bears attempted to wrestle back into...
Last week, Target Corp. (TGT) reported stronger than expected earnings and revenues. This sent shares of TGT higher as...
Scott Rubner, Managing Director Goldman Sachs This is the last bullish US Equity email that I will be sending...
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