The Techs Say Lower From Here

Coming into the trading week that was, the S&P 500 (SPX) completed two up weeks in a row, and...

The great Q1 2022 earnings have proven the forward-looking nature of markets. I’m kicking-off this weekend’s Research Report with...

That was some wild monthly Options Expiration week; was it not? While the S&P 500 (SPX) fell .60% on...

Cross-Asset Strategy: The October US CPI release delivered the largest downward inflation surprise since the start of the pandemic,...

That makes a 3-week winning streak for the major averages. The S&P 500 rose roughly 1% in the past...

STRATEGY: Stick with Epicenter in 2H2021. Strong markets stay strong. US COVID-19 deaths are “unvaccinated” Americans COVID-19 cases could...

Key talking points We take a look at how consumers have historically adjust their spending during recessions and compare...