Since the start of the rate hike cycle in 2022, regional business cycles have weakened, earnings growth has stagnated (S&P 500 2021-2024E EPS: $208-$225, ~2.5% CAGR), and the market has moved sideways averaging near our price target of 4,200 (2022 avg: ~4,100; 2023 avg: ~4,250). Equity concentration reached levels not seen since 1970s with a very narrow leadership, which is…
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
Retail sales have been a disappointment now for three consecutive months and as such this may lead to downward...
“Success is no accident. It is hard work, perseverance, learning, studying, sacrifice and most of all, love of what...
Due to a scheduling conflict, there will not be a weekly SOTM this week. We anticipate being back...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this...
There are now at least 4 key ingredients drawing upon investor fears and which have resulted in a May,...
Has the COVID-19 reemerging positive case ratio finally caught up to what many have described as a market that...
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