Hotter but shorter cycles persist — we continue to forecast an earnings recession this year that we don’t think is priced, followed by a sharp EPS rebound in 2024/2025. We recommend investors focus on stocks with defensive characteristics, operational efficiency, and earnings stability. Cyclical Bear within a Secular Bull… We still expect a meaningful earnings recession this year (-16%Y decline)…
No matter how many different data sets, seasonal patterns, election cycle studies we look at, they all point to...
The weekend is where many a discipline and devoted investor/portfolio manager spend most of their free time in the...
Coming into the trading week, most every index and index ETF was expressing overbought conditions. With all the major...
Another week, another record high for the S&P 500 (SPX). This makes 20 record highs already in 2021. While...
U.S. Equity Strategy: Buybacks to Remain Strong Amidst Uncertainty Buybacks have been a key theme through this cycle with...
Divergence! A one-word sentence used appropriately to describe last week’s trading action where the Dow was significantly lower than...
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