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Stephen Auth
January 10 2023
2023 Outlook .
Article Caught between a rock and a hard place
December 19 2022

An earnings and Fed Catch-22 could keep S&P range-bound for coming months.

December 21 2022
Equity .
Article 'To V or not to V is NOT the question'
November 29 2022

2023 outlook to us looks like more of the same as "rocky landing" proceeds.

November 29 2022
Equity .
Article Even rocky landings can have big bounces
November 1 2022

Remaining defensive as 2023 consensus on earnings and Fed remains too optimistic.

November 1 2022
Equity .
Article Straight Fs
October 11 2022

Everything we thought might go wrong at start of the year, has.

October 11 2022
Equity .
Article The anvil that could be coming
September 16 2022

How much corporate earnings fall could determine where the market bottoms.

September 6 2022
Equity .
Article Summer's almost over
August 22 2022

And with it, the rally in stocks is likely ending, too.

July 14 2022
Equity .
Podcast 40 years on Wall Street

July 14 2022

Investment and life lessons from Stephen Auth.

August 1 2022
Equity .
Article Rocky landings easier to handle from a neutral corner
June 28 2022

Selling equities into rally as outlook for 'Rocky Landing' grows more likely.

June 28 2022
Equity .
Article Risk-reward on stocks edging into balance
June 14 2022

Nearing level to leg back in but staying defensive as Fed attempts 'rocky landing.'

June 13 2022
Equity .
Article Stay strong, but defensive
May 26 2022

A near-term bottom may be in sight.

May 26 2022
Equity .
Article Hold the fort
May 11 2022

Our bias is to add to risk. We’re just not there … yet.

December 7 2022
Equity .
Article Call us 'cautious bulls'
April 5 2022

Year-end S&P forecasts for 2022 and 2023 lowered to 4,800 and 5,100.

December 7 2022
Equity .
Article 'Don't play Hearts with someone who doesn't know the rules'
March 28 2022

Still cautiously favoring equities as unpredictable Putin plays under his own rules. 

December 7 2022
Equity .
Article Revising our framework to incorporate Ukraine war
March 10 2022

Scenarios vary but on a 12-month view, stocks should be higher from here.

December 7 2022
Equity .
Article Another 'F' falls
February 25 2022

Foreign crisis joins two other "Fs" affecting markets: fiscal policy and Fed.

February 24 2022
Equity .
Article 'Good news,' 'Bad news' and 'Not news'
February 15 2022

A better back-half looms for equity investors. Getting there could be rocky.

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