Last week’s Payrolls numbers were modestly disappointing but wage growth is showing real signs of upside pressure. In short, inflation debate remains undecided and will likely stay that way for awhile longer. This will keep equity markets choppy and the debate about Value over Growth alive as well. With earnings season over, all eyes are back on the macro for…
Patient, tactical, resourced, and disciplined investors are always rewarded! Manage those characteristics and you will “massage” your returns higher!...
Good weekend all! During our off-reporting weekend, please consider our 3rd-party Research compilation from around Wall Street. Our final...
After a 1-point move in the S&P 500 (SPX) Monday, things got a bit more interesting through the remainder...
In the U.S. retail landscape, the strength seen this past holiday season continued into the first quarter of 2018....
If you are invested in any major department store retail equity you are well aware of the absolute beating...
The famine in small cap performance that has seen relative returns wither and fade is now in its seventh...
Following very strong 1H earnings, we raise our forecasts that leave us above consensus on 2021 but below on...
Macro Strategy—European Equity Risks Increase, Caution Still Warranted: Last month’s European Union (EU) parliamentary elections have marked a turning...
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