Welcome back to our weekend Research Report and look inside all the macro-market driving forces for which we analyze the landscape alongside investors/traders. With only 4 trading weeks to go in 2020, it goes without saying that the macro-market outlook is likely to improve in 2021, given the unprecedented deteriorations in many macro-market factors we all experienced in 2020. There…
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks...
With each passing week in 2022, we analyze, scrutinize, and rationalize a litany of macro-fundamental, technical, and quantitative data....
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang,...
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
This week is going to be a very critical week for the retail sector. With many retail stocks expressing...
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