Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second time suggests the correction isn’t over. We expect softness into and past the election before next leg of bull market. Continue to favor stocks where operating leverage is under appreciated in forecasts. Breaking out is hard to do. The S&P 500…
Correction right on schedule.2 weeks ago we called for a second 10% correction in as many months as we...
Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the...
Last week, Target Corp. (TGT) offered a rather gruesome outlook for 2017 that came on the heels of a very weak...
On February 27, 2018, Macy’s reported its Q4 2017 and FY17 results. With some retailers and especially Macy’s, following...
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
Since our publication of Cost of Higher for Longer in February, we have seen interest rates across the curve...
The analysis and Research within comes via the monthly Macro-Memo from RBC Capital Wealth Advisors: We have been predicting...
As I watch the famed AMC series “The Walking Dead” I can’t help but to consider Bed Bath & Beyond (BBBY )...
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