Midweek, the markets took a turn for the worse in what is rapidly correlating to the spookiest month of the year, October. Despite the strong gains on Friday, the Dow (DJIA) and S&P 500 (SPX) finished the week down by more than 4%, while the Nasdaq (NDX) posted a 3.7% weekly loss. The steep losses marked their worst weekly declines…
After 3 full trading weeks, and an additional 3 trading days this past week, the S&P 500 (SPX) managed...
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Although we haven’t quite hit the earnings season stride, usually marked by the financials reporting results, investors will roll...
Alpha over Beta. The wild price swings of the past month are a function of two things in our...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
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A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
IN THIS ISSUE Macro Strategy—A fundamental change in the Federal Reserve’s (Fed’s) approach to achieving its inflation target means...
JPM Market Recap
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