We discuss: how S&P 500 valuation is very reasonable as we enter 2024 and this is particularly notable when compared to the 2022 market peak. 2023 is rapidly coming to a close with a mere 5 trading days left. Two important economic releases come Friday, the Nov Core PCE deflator (Street +0.20% MoM) and U Mich Dec final 1-yr inflation…
“Keep It Simple Stunad for 2023: Market will be well beyond your comfort-BUY level by the time your defined...
Investing takes time! When Jeff Bezos asked the 2nd richest man in the world… “Your investment thesis is so...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
The headlines were daunting and played out in price action this past week much as the first 100+ days...
Cross-asset Strategy: Stocks and bonds continued to sell off last week on central bank hawkishness. The hawkish Fed outcome...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
So this just happened: The S&P 500 gained 3.9% from the day of the Fed hike through the following...
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