Cross-asset Strategy: The equity market sell-off is overdone in our view, and we reiterate our call to buy the dip, particularly in cyclicals and small caps. Stocks are in bear market territory and erased their post-pandemic re-rating, small cap valuations are at 20Y lows, and investor sentiment is bearish. Many market metrics such as recent performance of high vs. low…
It was a headline heavy week that drove the S&P 500 (SPX) absolutely… nowhere. In fact, after a strong...
IN THIS ISSUE • Macro Strategy—Alongside a sharp contraction in economic activity, the equity market has already seen a...
Starbucks is set to report its Q1 2018 results after the closing bell on January 25, 2018 and to...
As the world begins to digest the future state of the Union or the United States of America under...
Weekly Warm Up: Big Drop Signals Changing Dynamics Last week’s decline was technical in nature but fundamentally triggered. We...
Despite the recent level setting of market expectations and more recent equilibrium found in the major indices, I wouldn’t...
In 2016, the Golden Capital Portfolio managed to achieve a 167% return on capital invested. Capital allocation was largely...
September 29, 2017 will mark the final trading day of the Q3 2017 period and with that may come...
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