Fundstrat: The Everything Rally Has Begun

We discuss: how S&P 500 valuation is very reasonable as we enter 2024 and this is particularly notable when...

“Good to know” does not mean what we know is altogether practical. Welcome back investors and traders, to more...

The fears of profound losses to the equity markets in the event that tariffs have been increased were overblown…...

The S&P 500 (SPX) did exact what everyone expected it to do this past trading week. If you believe...

 Plunging Core Inflation and Slower Growth will Force the Fed’s Hand  * The risk of recession persists, though our...

Keep it simple stunad! Permabears/doomsayers live in a world of predetermined, low probability, negative finality. Bulls/optimists get paid! You...

There are a great many variables, correlations and precedence to consider heading into 2018, but in this narrative we...