Optimism around a US policy pivot has continued to support valuation. In today’s note, we discuss parallels to prior pivotdriven rallies as well as recent trends in earnings revisions and performance breadth. Our latest Consumer Pulse Survey indicates more positive consumer sentiment. • Earnings Revisions. Revisions breadth turned higher last week, in line with historical seasonality (a relationship that has…
While we can’t be sure that the bear market ended on October 13, 2022, with the S&P 500 falling...
Part of successful investing is the ability to be able to forsake instant gratification and embrace delayed gratification! Not...
David Tepper was once asked about his thoughts on Gold and whether or not it has a place in...
As we construct this weekend’s macro-market Research Report, the February Personal Income & Expenditures (PCE) data has been released....
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
Please click the following link to review our commentary on Sentiment, Leverage, Is it Early 2018 Again or…? What...
That was some wild monthly Options Expiration week; was it not? While the S&P 500 (SPX) fell .60% on...
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