What does “back to the new future” mean? The era of quantitative easing and a quick trigger Fed easing policy stance are effectively over. Inflation comes back down to earth exhibiting characteristics more from the 1990s than the 1970s. Corporate fundamentals and valuation matter again with investors looking for earnings stability at a reasonable price. The post-pandemic cycle begins to…
J.C. Penney (JCP) reported less than expected top-line growth for the Q3 2016 period while reporting in-line EPS expectations. Last week,...
To suggest that the rally off of the October 27, 2023 low has been impressive probably does not do...
Cross-asset strategy: President Trump’s COVID-19 test revelation has accelerated his deterioration in the polls and betting odds that began...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
“Waiting helps you as an investor and a lot of people just can’t stand to wait. If you didn’t...
The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis...
“Do you know what investing for the long run, but listening to market news everyday is like? It’s like...
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