Insights

8 minute read

Holding to overweight stocks call despite consensus moving our way as "Goldilocks Plus" drives market higher

9 minute read

Remaining “Long and Strong” as earnings season and economic data vindicates optimists.

7 minute read

Secular bull market reconfirmed; long-term prospects rising.

9 minute read

The Santa Claus Rally advanced most of our 2024 market call into 2023, but there’s plenty of room left for stock pickers as the market rally broadens.

12 minute read

Expecting market to broaden out as we advance to 5,000 on the S&P.

5 minute read

With earnings and economic news not as bad as feared, markets can grind higher into year-end.

9 minute read

Though it is also very dark in the middle of the night.

8 minute read

As markets stumble forward into earnings, winners and losers likely to emerge.

2 minute read

At the end of the day, it'll be a gift for competitors.

6 minute read

Maintaining cautiously optimistic stance as macro concerns fade.

9 minute read

Buyable entry point emerging for stocks.

7 minute read

Upgrading year-end S&P target to 5,000 as rocky landing scenario nears end.

8 minute read

As ‘Rocky Landing’ enters final phases, equity market remains upwardly biased.

8 minute read

Investors grow impatient waiting for the big downturn that may never fully come.

5 minute read

With volatile markets ahead, stocks enter a period of limbo.

6 minute read

Weakening confidence should give Fed the slowdown it wanted.