A new COVID variant started the ruckus for markets, but we view that as secondary to the real culprit—the Fed’s more aggressive response to the “on Fire” data. Lower valuations is our call for 2022, and the Fed’s accelerated taper just brings it forward. Favor Large Cap Defensive Quality. We Didn’t Start the”Fire.” Over the past week, markets faced 2new…
Golden Capital Portfolio continues to outperform the benchmark S&P 500 Return On Invested Capital year-to-date. In my most recent...
Welcome back Finom Group traders and investors. Although last weekend was our monthly off-reporting week, the market did not...
The best hedges are cash and time, which work in tandem! The answer to fear of downside risk is...
It’s a new year, and come Monday, a new month as a typical February month is found for little...
Try telling an investor that April is typically one of the absolute best months of the year for market...
“Bear markets do not end until: 1) sellers have panicked; and 2) buyers are panicked to buy again.” ~The...
Chief Investment Office Macro Strategy Team at Merrill Lynch: Macro Strategy—Treasury Offsetting QT Until Mid-Year: The looming debt ceiling...
Weekly Warm-up: ResistanceHolds; Earnings Upside vsMultiple for Stock Selection Last week’s failure to break through technical resistance for second...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
