9 key macro events this week, but Treasury refunding most important arguably. Incoming data likely soft-ish which should help break negative doom loop on stocks. We discuss: Tireless Ken and team analyzed earnings transcripts and found 360 references to Israel- Gaza connected to headwinds, uncertainty, compared to ~45 to 50 past 5 quarters. So the war is even top of…
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
The 2022 bear market will be remembered as a year when collapsing growth stock valuations and rising interest rates...
It was a far less interesting week in the markets than the 2%+ decline in the Nasdaq, on Thursday,...
Welcome to this week’s State of the Market. In this week’s episode we take a look at robust and...
“If you don’t profit from your investment mistakes, someone else will.” -Yale Hirsch Every trade demands a thesis, be...
It’s enough to make you close up shop and seek out a new career if you’re a portfolio or...
Welcome back investors and traders! This past week proved a pretty strong bounce-back week for markets after the prior...
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