Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on 2022 due to lower margins and higher taxes. With our view for further derating, our S&P targets remain largely unchanged. We also take a deep dive on what companies are currently saying. Marking to market on strong earnings meets mid-cycle de-rating….
The S&P 500 (SPX) came within 9 points of reaching it’s all-time record high earlier in the trading week...
RBC Capital’s chief market strategist Lori Calvasina: Welcome to RBC’s Markets in Motion podcast recording August 28th, 2023. I’m...
“The market indexes may have bottomed, but keep in mind, making a low, forming a bottom and reaching the...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we record live on...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
“One-half of life is luck; the other half is discipline — and that’s the important half, for without discipline...
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