Cross-Asset Strategy: US Q2 reporting delivered soft earnings growth and less upbeat corporate guidance, as corporates are seeing demand and prices soften with ongoing margin pressure. The consensus 2024 EPS growth rate of 12% appears too optimistic given an aging business cycle with very restrictive monetary policy, still rising cost of capital, lapping of very easy fiscal policy, eroding consumer…
The worse a situation becomes, the less it takes to turn it around, and the greater the upside. ~George...
Hardest thing for most traders/investors to do is to pull the trigger and execute the trade. They put risk...
A midterm election cycle and year 2 of a Presidential cycle with rising rates and potentially peak inflation have...
Capital Market Outlook September 6, 2019 IN THIS ISSUE: • Macro Strategy—Central-bank easing and fiscal stimulus in a growing...
After a strong relief rally, the S&P 500 (SPX) once again suffered from selling pressure and ended in the...
Authored by Thompson Capital Management Recently Forgotten Recency bias. Source: NY Times In psychology, “recency bias” is the term...
“At the bottom, stocks will be cheap and no one will care.” ~Bob Farrell “When it’s time to buy,...
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