A very strong US dollar provides yet another headwind for earnings. Meanwhile, from a historical perspective, this bear market may only be about half way done in terms of time and perhaps price, too. Our defensive recommendation has paid off this year and now represents a momentum trade; stick with it. Stronger dollar poses another risk to US earnings… the…
You will hear plenty of commentary from Fitbit (FIT) fans and investors regarding the future of Fitbit with a...
The J.P. Morgan View Pandemics, climate change catastrophes and markets The J.P. Morgan View: Pandemics, climate change catastrophes and...
The first couple of trading days of the New Year proved a mixed bag as stocks roared higher on...
We continue to be more focused on what growth is going to do rather than rates and believe investors...
The J.P. Morgan View Growth versus virus now, vaccine versus virus later —an update on a conflict and a...
The headlines were daunting and played out in price action this past week much as the first 100+ days...
They keep pushing and suggesting to traders the buying of volatility as a form of portfolio protection. Be it...
Last week’s tactical bullish call was met with doubt from clients, which means there is still upside as we...
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