The derating of stocks is not over but may take a pause as stimulus boosts liquidity. Our cycle analysis strongly suggest PEs will fall this year as rates rise and earnings revisions flatten out. This is a high conviction, non-consensus view we think is already playing out at the stock level. While unfinished in our view, it may take a…
Good Sunday Finom Group members. As previously mentioned and due to a death in the family, we are not...
US Equity Strategy: Equity Risk Premium, Market Multiple, Zero Rates, Liquidity Boom, Long Duration, Sustainable Income. The sharp ~30%...
As the world begins to digest the future state of the Union or the United States of America under...
While expected, we think the Fed’s pivot to a more aggressive tapering schedule poses a larger risk for asset...
“The greatest enemy of a good plan is the dream of a perfect plan. Stick to the good plan.”...
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
When can the US achieve broad vaccination of its population: Using the current rate of daily vaccinations (red line,...
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