The S&P 500 (SPX) flip flopped this week, but spent the last few days hovering around a 40-point range. The index closed Friday down just 0.19% YTD and is 4.77% below its record close set just 5 months ago. The benchmark index was up 1.25% for the week, while achieving a new bear-to-new bull market high of 3,238. What was…
Interactions with clients suggest our 2023 earnings forecast is now very much out of consensus. This is a change...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
“Bear markets do not end until: 1) sellers have panicked; and 2) buyers are panicked to buy again.” ~The...
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
Cross-asset Strategy: While the geopolitical crisis and policy tightening are overhangs, risk assets have a number of supports that...
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