Alpha over Beta. The wild price swings of the past month are a function of two things in our view: 1)excess leverage in the financial system and 2) the market contemplating the transition of the economy from early to mid cycle as the reopening draws near. The good news is that VAR shocks that happen when growth is accelerating (i.e….
Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down. ~Warren Buffett...
“When the going gets tough, the tough go shopping” is true for investors. Income-oriented investors have always been advised...
David Tepper was once asked about his thoughts on Gold and whether or not it has a place in...
Key takeaways Bank of America internal data suggests consumer spending was broadly stable in May, with Bank of America...
If you’re a brick & mortar retailer, your business has been under siege for a lengthy period of time....
12 month price momentum is a powerful driver of flows and performance. Over time, price momentum strategies aren’t mean...
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
