Good Sunday and as a reminder, our weekly Research Report issuance will begin again on December 9, 2019. This week’s State of the Markets video is being postponed until further notice, as technical difficulties remain. We are attempting to record, however, this Sunday evening (December 1st) and if successful will deliver the weekly State of the Markets video this evening…
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
Let’s get this party started folks! If last week the market proved one thing it is this: Buying begets...
In bull markets, investors are blind to the risks. In bear markets, investors are blind to the opportunities ~...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
Over the past few days, economists and strategists are coming out with forecasts for economic growth, earnings, and asset...
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
Nailed it! That must be what Fundstrat strategist Tom Lee is thinking at the end of the trading week...
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
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