It’s a fabulous Tuesday morning. Schools in Maryland have opened, and the weather is starting to moderate. Now, we need inflation to follow! On that front, good news continues to... read more →
Energy outperformance has cooled recently, which was to be expected after an historic run of outperformance from January to June. But this recent pullback was certainly not due to company... read more →
New WebsiteWhat does behind the curve look like? The Federal Reserve is about to tighten monetary policy, i.e., raise rates, while high yield spreads are above their historical mean. They... read more →
Stocks may not be cheap but they are definitely not expensive anymore. Great companies are still growing earnings; in fact, S&P 500 earnings are UP 6.5% year to date! But... read more →
The NDR Crowd Sentiment poll below measures market based and survey-based sentiment indicators to gauge if investors are optimistic or pessimistic. As mentioned, a few times over the last month... read more →
Fears of a major conflict between Russia and Ukraine/NATO intensified over the past week as White House officials urged all U.S. citizens to leave Ukraine as intelligence suggests ‘major military... read more →
From January 4th, the S&P 500 has fallen close to 10%. A monthly decline of this magnitude has occurred 15 times in the last 50 years; and of those 15... read more →
