Despite another positive weekly performance by the S&P 500 (SPX) this past trading week, it didn’t really feel that way based on the declines in the final 2 trading sessions of the week, and especially with the declines in the large-cap/Growth areas of the market and Nasdaq (COMPQ). When it was all said and done, the meager gains in the…
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
In bull markets, investors are blind to the risks. In bear markets, investors are blind to the opportunities ~...
It really feels like the markets have not traveled too low or too high since hitting their peaks in...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
Yield curve is the most inverted in decades, yet many parts of the market are making new 52-week highs....
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
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