Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that is overvalued, overheated and disconnected with “reality”? Whosever’s reality that might be? There are always doubts and conjectures when a market proves to consolidate, especially when the headlines are negative and flowing on a minute-by-minute basis. It’s easy to succumb to…
Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short,...
In this week’s research report we are going to cover a few topics. The first topic centers on the...
Since our publication of Cost of Higher for Longer in February, we have seen interest rates across the curve...
“If falling 10% in stocks over a couple weeks is too much volatility for you, then being up 25%...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
1Q 2019 Market Letter The bull market that began in early March 2009 passed its 10th birthday last month,...
Despite the constant news flow and tweets discussing tariffs on Mexican imports, the S&P 500 (SPX) and peer indices...
After retreating some 4.7% in the previous week, the S&P 500 (SPX) took back some of the consolidation. For...
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