Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental process. For us, margins/earnings are likely to significantly disappoint whether there is a recession, or not. We double down on that view today with more evidence to support it. The Hall of Mirrors…many investors share a bearish fundamental view but are…
Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...
by Morgan Stanley’s Mike Wilson and Company Recent increase in Fed balance sheet is not QE, in our view…Many...
A 3-week winning streak for equities came to an end for the S&P 500 (SPX) this past week. April...
The trading week commenced with a degree of frenzied selling pressure on Tuesday and within the context of slowing...
Ease is a greater threat to progress than hardship ~ Denzel Washington If you want to view our weekly...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
J.C. Penney (JCP) reported an increasingly worrisome sales performance last week as the company put forth its Q1 2017...
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