Target May Have Beaten Expectations, But Inventory Reductions Loom Large With Investors

August has proven itself to be a “Wall of Worry” and the point for which the former “good overbought”...

  Bears from 2009-2021: “A crash is coming!” Bears in 2022: “I told you so!” ~Douglas Boneparth   NOBODY...

After a significant 1-week drawdown in the major averages 2 weeks ago, the market had an even greater resurgence...

There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...

Alpha over Beta. The wild price swings of the past month are a function of two things in our...

 Macro Strategy—Fixed Income Positioning: Be Circumspect and Mind the Disconnect: For the past several months, risk assets including credit...

S&P 500’s annual return after a NEGATIVE RETURN year. Average return the next year = 18%. Remember, however, the...

With all the attention on rate moves so far this year, investors may soon shift that focus to growth....