Disappointing retail sales and consumer sentiment suggest the US consumer is fading. Most blame Delta but we think this is more about a payback in demand. We reiterate our defensive tilt and remain underweight discretionary and most cyclical sectors. Inventories not as low as consensus believes. Is the US consumer fading? Never bet against the US consumer’s willingness to spend…
Written by Lance Roberts | Jun, 11, 2018 Crashes Matter A Lot In Part I – Buy and Hold can be...
There isn’t much ‘feeling’ on the part of bulls or bears these days. As discussed previously, with seven months...
We want to begin this week’s research report with a quick look back at what some might argue was...
Slower spending growth in February The growth in Bank of America credit and debit card spending per household decelerated...
The reality is far more innocuous than the reaction sometimes. When Amazon (AMZN) announced its acquisition of Whole Foods...
Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review this week’s SOTM. In...
All intelligent investing is value investing, acquiring more than you are paying for. You must value the business in...
JPM Market Recap
$0.00
JPM Research Note
$0.00
JP Morgan Market Volatility Report
$0.00
MarketWatch.com – Top Stories
