1H22 was challenging for most risk assets as the Fed pivoted more sharply than most expected. The de-rating for US stocks was punctuated by a brief growth scare in June, although valuations never reflected the true risk to earnings, in our view. Today, we quantify that risk and cut EPS forecasts. Fire and Ice Part 2…Fire and Ice has proven…
Question: “How do you perform well over time and never let the volatility deter you?” Answer: “Position long, hope...
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
The chart below identifies the S&P 500 (SPX) movement through the trading week that was. And it was quite...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
While Bed Bath & Beyond (BBBY ) is not in dire straits, the company’s consistent underperformance over the last couple of years...
Entering the trading week, we were of the opinion that the rally in the major averages from the previous...
Since displacing the gains from January, which we believe is the best term to use, the S&P 500 (SPX)...
Fitness tracker or a smartwatch? Well, that’s a question that was asked a couple of years ago, but plainly...
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