Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a recession that handed us the fattest pitch we’ve seen in a decade. 2021 will be much more about stock picking (alpha) and should favor those companies that can deliver earnings growth that isn’t already expected or priced. With interest rates likely…
“A strategy is NOT bound by or tethered to luck! Find a strategy that works for you, incorporates your...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
One of the issues with suggesting that the S&P 500 (SPX) over reacted to a growth slowdown in Q4...
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
I don’t know that there were many investors/traders who anticipated the route in markets this past week, but there...
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
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