Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated risks (global trade war, COVID-19 pandemic, US election uncertainty, etc.), the outlook is clearing with the business cycle expanding and risks diminishing. We expect a “market nirvana” scenario for equities with the melt-up continuing into 1H21, driven by earnings recovery and…
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
Ahead of the holiday and turn of year period, Morgan Stanley publishes their outlook for 2023. The outlook is...
Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp....
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
Scary prescient, scary! I’m referring to what our chief market strategist Seth Golden wrote in last week’s Research Report....
With defensive stocks now expensive and offering little absolute upside, the S&P500 appears ready to join the ongoing bear...
“Nobody can catch all the fluctuations. In a bull market your game is to buy and hold until you...
There are a great many opinions on the market and the potential outcome/s for the debt ceiling that lay...
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