In recent years, we’ve supplemented our longstanding normalized earnings technique with the simpler method of referencing any past peak in EPS (or, for that matter, trailing peaks in other corporate fundamentals, like cash flow and sales per share). While we believe it’s a good addition to our valuation arsenal, at the moment, the use of prior cycle peaks as a…
Concern! If there is one major theme fast approaching investors and traders as we blast through record levels for...
In this week’s research report we are going to cover a few topics. The first topic centers on the...
Are you a short-VOL/VIX trader? If so you probably know what it feels like to have your trading style/strategy...
“It’s not that optimism solves all of life’s problems; it is just that it can sometimes make the difference...
As one can see in the weekly S&P 500 (SPX) chart below, the week started with significant upside stemming...
Cross-Asset Strategy: Clients have asked about our conviction in the pro-cyclical trade given the recent decline in bond yields....
Welcome to this week’s State of the Markets. Please click the following link to review the SOTM video. In this week’s edition we take a look back...
Some of the 21st century’s biggest breakthroughs are happening in health care, transforming the way we diagnose, treat and...
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