As the evidence builds around our more bearish earnings outlook, the stock market has traded lower again. While we think there is still a long way to go before reality is fairly priced, investors may face a volatile path in the absence of an “event” to clear the decks. The evidence is building…Since our earnings downgrade two weeks ago, stocks…
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
Based solely on calendar patterns, January’s S&P 500 gain is a mild positive for stocks over the remaining months...
In this week’s video special report we discuss the environment surrounding the February-March 2020 bear market; the fastest bear...
Retail earnings and sales results will come into focus this week and remain in focus through the following week...
US Equity Strategy Market Update, Impact of Higher Corporate Tax and Infrastructure Spending Plan For the last twelve months,...
Welcome to this week’s State of the Markets. Please click the following link to review this week’s SOTM. In this week’s episode, we take a look...
The average length of the bear markets since WW II has been 16 months; the average length of the...
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