Outlook 2024: Pillow Talk
by Michael Cembalest...
After 20 years in the retail and consumer goods sector, I became a research analyst and market strategist for Capital Ladder Advisory Group. Since 2011, I have published some 400+ articles surrounding mainstream retailers like Bed Bath & Beyond, Target, Costco and more. I've covered consumer goods corporations such as Apple, Keurig Green Mountain, SodaStream, Skullcandy, Fitbit and more. To date, I've garnered over a hundred media references to my analytics including Forbes. Presently, I am a contracted consultant to many retail and consumer goods companies in North America and manufacturing entities in China and Korea.
LPL Research Outlook 2024
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Should You Buy An All-Time High?
If I’ve said it once I’ve said it a thousand times: “Market timing simply DOES NOT work!” As it pertains to the age of ETFs and index ETF investing, it doesn’t matter if you buy at the lows or the highs, your top priority as an investor should be cash management, only to be followed…
The Leuthold Group: Breadth Improvement
The Major Trend Index held at a neutral reading of zero in the week ended December 22nd. Bullish market action continues to be the main prop under the MTI—and the week’s improvement within the Technical work fell just short of what was needed to boost that category up another notch. In light of the improving…...
Goldman Sachs December 2023 Chartpack
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Fundstrat Year-End Note: FOMO Alive and Well
We discuss: how S&P 500 valuation is very reasonable as we enter 2024 and this is particularly notable when compared to the 2022 market peak. 2023 is rapidly coming to a close with a mere 5 trading days left. Two important economic releases come Friday, the Nov Core PCE deflator (Street +0.20% MoM) and U…...
The Charts, The Tables, The Quants, The Cycles
IT’S OFFICIAL! The S&P 500 has achieved our year-end price target of 4,750, formerly disseminated within our weekly Research Report titled “The Worst Month For Capital Returns In Focus : September 2023.” Below is the excerpt from within this report and link: “As we weigh the evidence, add up the tailwinds and headwinds, and recognize that…...
2024 Global Semiconductor Outlook
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RBC Capital Cycle & Trend RoadMap December 2023
By Robert Sluymer CMT Equity markets are resolving 2-year trading ranges to the upside – Further upside likely in 2024. How should investors think about an equity market that rallied 110% off its lows in 2021, then over a two-year period pulled back 25%+ retracing 50% of the initial rally only to bottom at its…...
How Are We Looking… Going Into Year-end?
S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the AVERAGE was never the outcome. Up 7/9 times the next year = 80%+ positivity rate. So far, the S&P 500 is up 20% in 2023. History often repeats, even if it only rhymes. On behalf of…...
