With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it does not price the risk of a recession, in our view, which is 15- 20% lower, or roughly 3000. The Bear market will not be over until recession arrives or the risk of one is extinguished. What do forward EPS contractions…
Please click the following link to be directed to our latest YouTube video where we discuss our concluding thoughts...
The S&P 500 (SPX) deviated from a decade-long streak of underperformance during the Memorial Day trading week this past...
While we are forgoing our traditional State of the Market recording and process, please review our latest video (link...
Equity Risk Premium holds key inputs/ingredients After major market sell-offs, it becomes increasingly difficult to achieve lower-lows. They are...
Macro Strategy—The U.S. trade-weighted dollar remains overvalued, much as we anticipated one year ago, and may well be able...
Welcome back traders and investors! It is still a tricky, and muddled trading landscape. We have entered the 4th...
Weekly Warm Up: Big Drop Signals Changing Dynamics Last week’s decline was technical in nature but fundamentally triggered. We...
The coming week will prove a meaningful earnings week, as the Mega-cap Growth companies will be reporting their quarterly...
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