The stock market rally off the washed-out lows of early last fall has run further and for longer than most had expected. U.S. large-cap outperformance has been largely powered by a handful of surging Tech and tech-related stocks, whose outsized weight in the benchmark index has left many fund managers running to avoid being left behind. The strong stock market…
Avoid at all costs: If you’re bullish on the markets you are probably only digesting bullish data points. If...
The equity market has been coping with the COVID-19 outbreak across developed markets for the last two weeks, forcing...
NVIDIA reported Oct results (revenue/GMs/EPS ) well above consensus and off of a higher Oct-Qtr revenue base, the team...
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
Amazon (AMZN) bought Whole Foods Market earlier in 2017 throwing retail giants like Target (TGT) and Wal-Mart (WMT) into...
For this week’s tech report, we focus on that shiny precious metal: gold. Ever since the post-recession high in...
US Equity Strategy Election Implications for Equities, Democrat AgendaWinners and Losers With US election only a few months away,...
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