Investors are increasingly embracing the recovery. We laid out our bullish 12 month view in our 2021 Outlook (Show Me the Money!) and spent last week talking with investors around the globe. Our call for higher earnings to drive returns seemed mostly consensus and we received little push back on our call for multiples to normalize lower. Vaccine efficacy has…
In my conversations over the years with retail investors — many of whom are novices (not that there’s anything...
“The difference between underperforming and outperforming often comes down to 2 simple variables: To review the weekly State of...
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
The trading week that was proved confounding for many with twists and turns throughout the trading week. When it...
“An investor’s job is not to avoid the pain but to endure it.” If you would like to...
As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released....
It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
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