After a really poor performance in October, the S&P 500 (SPX) rebounded in November. It may not have seemed like it rebounded given the mid-November retest of the October lows, but ultimately the benchmark index finished higher than where it began on November 1st. The S&P 500 closed November up 1.79% from the previous month with a strong end-of-month performance…
Price momentum is a key driver of sentiment, especially in a late cycle environment when uncertainty about the outcome...
Week in Review In the face of drum beating bears and prior tech sector meltdown quarterly reporting from FANG...
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
Leading economic indicators continue to slip lower. Yet, bulls, who rightly counseled against “fighting the Fed” during the free-money...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior...
Another week has passed and another week has proven the longstanding trend of dip buying activity. This has been...
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
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