Macro Strategy—Inflation Dimming Economic Outlook: On multiple levels, including strong labor demand, decades-low household leverage, lack of excesses on the housing construction/business investment fronts, massive household savings accumulated during the pandemic, and elevated corporate profits, the U.S. economy would appear well positioned for sustained strong growth. However, the economy has rapidly moved into the late stage of the business cycle…
Macro Strategy—Equity Market Climbs A “Wall Of Worry” Yet Again: Moderating domestic demand growth, big energy price declines, loosening...
“During his tenure Lynch trounced the market overall and beat it in most years, racking up a 29 percent...
As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we...
“It’s not that optimism solves all of life’s problems; it is just that it can sometimes make the difference...
What Makes A Great Investor? Posted on July 12, 2018 by Andrew Thrasher, CMT There are many ideas to...
Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think...
As a youth minister, I often find that much of what I’ve learned and preached can help us as...
Let’s begin with a mea culpa. In my note of 18 May 2023, I wrote that the risk/reward for equities...
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Poor October Setup, Good Year-end Rally Probabilities October 6, 2024
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Macro-Fundamental Setup Entering 4th Quarter September 29, 2024
Fundstrat’s Market Update At September-End September 26, 2024
Mann Institute: 100 years of US stock returns. Eight doublings. Three halvings. What lessons can we learn? September 23, 2024
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