Back in March of 2017, I authored an article that focused on all that has been ailing Target Corp. (TGT) and probably, more importantly, the man at the helm of the ship during the last couple of years, CEO Brian Cornell. The article titled Brian Cornell’s Aim Has Been Way Off Target found a great readership and chronicled my concerns for the…
Those who are unwilling to accept double-digit drawdowns are less likely to receive double-digit returns! Take your drawdown like...
Bear markets are like a Hall of Mirrors, designed to confuse investors and take their money. Trust YOUR fundamental...
In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year...
If you came to the markets in 2008, that you likely will relate everything since and to come to...
With our view for lower multiples and earnings now more consensus, the markets are more fairly priced. However, it...
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
After a first quarter decline for the major averages, and during a midterm election year, it became clear that...
