After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the red for the week. The benchmark index fell 2.08% on the week and is down 22.97% year-to-date. By and large, this was to be expected and largely what we presumed the most likely outcome for the week. At present, the S&P…
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak...
If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
Macro Strategy—Time to End Quantitative Tightening Fast Approaching: Quantitative tightening (QT) has reached its limits in the regional banking...
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
Posted on August 6, 2018 by Andrew Thrasher, CMT I’ve spent a great of time looking at and...
Our discussions with clients are narrowing to two primary topics: Earnings and Inflation. On the former, we hear many...
Welcome back traders and investors! I thought it a better way to kick-off this weekend’s Research Report, given the...
