The Wall at S&P 4200
We believe the stock market is poised for additional advances in early June. Expect value stocks to take a breather and a counter-trend rally by...
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Is the S&P 500 Pullback Over?
We conclude that neither the bulls nor the bears have full control of the tape. Our base-case scenario calls for a range-bound market.
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Where's the Fear?
The S&P 500 is recovering from an oversold position, but sufficient technical damage has been inflicted to cast doubt that it can stage a V-shaped...
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Do Valuations Matter Anymore?
How expensive are U.S. equities? Fed Governor Lael Brainard warned about “stretched valuations” in the preamble to the May 2021 Financial Stability...
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Q1 Earnings Monitor: Priced For Perfection
The U.S. market is priced for perfection. The six largest stocks in the S&P 500 reported last week and they all beat consensus estimates, but the...
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