“Anyone can get lucky for a short period of time. But consistent outperformance over long periods is probably evidence of skill.” ~Bill Miller **Unfortunately, due to scheduling issues, we will not be delivering a weekly Research Report this Sunday. We will start up our typical 3-on 1-off regiment in the following week however. To watch the weekly State of the…
We remain committed bulls over next 6-12 months. When bull markets simultaneously begin with a new economic cycle, they...
Spend 2 seconds on FinTwit and you’ll see why equities fell 5% in Sept, rose 10% in Oct and...
With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural...
Some 90% of RIAs can’t analyze markets with any proficiency! Some 90% of analysts can’t advise clients in a...
I leave the country for one week, one week and return to discover that volatility has remained relatively low....
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
Fed minutes disappoint with lack of inflation-targeting details or willingness to employ yield curve control. Meanwhile, the recovery is...
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