pagado Bolsa - 3 min leer Market Call: Earnings Reporting Season Likely To Broaden The Stock Market Rally We've previously written that our number one concern for the stock market is unsettling domestic and global political…
pagado Bolsa - 3 min leer Meltup! We are raising our yearend target for the S&P 500 to 5800 from 5400. We are still targeting…
público Market Call • 3 min read Market Call: Bad Breadth Again The stock market has a bad breadth problem again. For a while, it seemed to be attributable to the outperformance…
pagado Magnificent-7 • 2 min read Market Call: The Magnificent One? Stock market pundits have been bemoaning the narrowness of the current bull market that started on October 12, 2022. It…
público Fed - 3 min leer Powell & Co. Remain Dovish Powell & Co. were more dovish today than we (and stock investors) expected. The FOMC's Summary of Economic…
público MegaCap-8 • 2 min read Market Call: Investing Is For Teenagers Contrary indicator alert! On Sunday, the WSJ posted an article titled "These Teenagers Know More About Investing Than You…
pagado Technicals • 2 min read How To Spot A Meltup We are sure that Fed Chair Jerome Powell has recently reread former Fed-Chair Alan Greenspan's December 5, 1996…
público S&P 500 Sectors • 1 min read Not-So-Narrow Bull Market Have the S&P 500’s eight largest-capitalization stocks, the so-called MegaCap-8, been eating all the jellybeans, starving the…
pagado Technicals • 2 min read Short-Term Caution Signs The S&P 500 and Nasdaq 100 rose to fresh record highs today. That's great. Not so…
pagado FOMC • 3 min read Stock & Bond Prices Flying With The Fed's Doves Today's Summary of Economic Projections (SEP) released by the FOMC after the committee's meeting was dovish.…
pagado Política fiscal - 3 min read Stock Prices Are Jumping Again After the stock market closed on Friday, Moody’s reduced the US government's credit rating from “stable” to…
pagado Bonds • 2 min read Ackman's Big Short “There is too much risk in the world to remain short bonds at current long-term rates,” Bill Ackman said in…