Our new Fed forecast simply brings forward our call for lower equity valuations and raises the risk in the first half of the year. The median stock remains expensive even though the most egregiously priced stocks have corrected. Focus turns back to earnings for picking winners from here. New Fed forecast means valuation reset happens faster and sooner. With our…
It looked as though markets were on the precipice of breaking down earlier in the trading week, and as...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
Approaching the end of the year, it is natural to wonder: What lies ahead? Where does this road lead?...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
This past trading week went exactly as investors/traders expected, after a ~2% pullback for the S&P 500 (SPX) the...
Larger narrative is Fed “disinflation” is a massive course correction. Strong Jan equity returns borrowing from Feb, but dip...
Let’s get right to the heart of the matter and as we look forward to the coming week, which...
August is typically a lesser performing month for the S&P 500, only to be outdone by September. September is...
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