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…
The Major Trend Index held at a Neutral reading for the week ended July 26th. A second consecutive weekly...
by Tom Lee The major event over the weekend is the failed assassination attempt against former President Trump. This...
Equity Strategy Market Update, Style Positioning − Where does the Momentum Unwind stand? The recent market volatility has been...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
With the Fire portion of our Fire and Ice thesis playing out, we await the timing and magnitude of...
“It’s one thing to have forecasts, but if you can’t get what’s going on right now correct, there’s no...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
Remember that valuation is only expensive relative to history, and irrespective of the future! If I might introduce you...
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