The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year. However, it’s also been a tailwind for earnings. Now, we are on the other side of that mountain, and operating leverage is rolling over likely more than the consensus expects. Be careful what you wish for…Inflation has likely peaked and will…
Many investors have become quite frustrated by the stock markets’ performance relative to their own portfolio performance. 2024 is...
As the world begins to digest the future state of the Union or the United States of America under...
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Mid-Cycle Brings More Risk than Reward We’re entering mid-cycle faster than normal. Rate of change on growth & policy...
A 4-week winning streak has come to an end for markets. As reported in last week’s Research Report, this...
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