With the Fed’s hawkish pivot, the first part half of our long standing narrative of Fire and Ice has played out. However, the headwinds to growth from this policy shift, still historically high inflation, payback in demand, and the war in Ukraine are not priced. Downgrading Financials to Neutral. Don’t Fight the Fed. The Fed is committed to getting inflation…
That’s a newer development for the market rally, down 2 consecutive weeks. Whether or not this detraction from the...
It was another ugly retail sales report for the month of March and with February’s retail sales being revised...
Coming into the trading week, binary risks were looming amidst a rather strong June rally. With the FOMC standing...
The equity market is facing one of the best backdrops for sustained gains in years. After a prolonged period...
David Tepper was once asked about his thoughts on Gold and whether or not it has a place in...
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
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