US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30% recovery in S&P 500 from the Mar 23 trough, even as earnings expectations and macro outlook were steadily being revised lower by the street, has come as a surprise to many. After the market crossed our bear case level of 2,300,…
Wayne and Seth tackle the macro-market issues of the day as the New Year takes shape. Take some time...
By Jim Paulsen of The Leuthold Group Inflation has been slowing for the last several months and finally appeared...
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
Some 90% of RIAs can’t analyze markets with any proficiency! Some 90% of analysts can’t advise clients in a...
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
The S&P 500 (SPX) has surpassed its previous high among a global pandemic and an uncertain economy. The index...
What can you say about Fitbit’s (FIT) executive team other than “Wow”? After lowering FY16 guidance upon missing Q3...
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Poor October Setup, Good Year-end Rally Probabilities October 6, 2024
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