How Three Global Conflicts Are Impacting Markets
What’s in Today’s Report: How Three Global Conflicts Are Impacting Markets and Futures are little changed following a quiet night of news.
More Proof of How Vulnerable This Market is...
What’s in Today’s Report: More Proof of How Vulnerable This Market is to AI Disappointment and Weekly Market Preview.
Where to Still Get High Dividends in this...
What’s in Today’s Report: Where to Still Get High Dividends in this Market and Futures are higher, led by tech this morning.
Understanding Why Rates Are Rising – France and...
What’s in Today’s Report: Understanding Why Rates Are Rising-France and AI and Futures are lower due to rising oil prices and Treasury yields.
Market Multiple Table: Explaining the Current Market Dynamic
What’s in Today’s Report: October Market Multiple Table: Explaining the Current Market Dynamic and Futures are modestly lower this morning.
If Rates Are Higher for Longer, What Outperforms?
What’s in Today’s Report: If Rates Are Higher for Longer, What Outperforms? (Hint: Secular Growth Strategies) and Futures are modestly higher.
Why High Yields Haven’t Caused a Bigger Pullback...
What’s in Today’s Report: Why High Yields Haven’t Caused a Bigger Pullback (Yet), Weekly Market Preview: Geopolitics and Fed in Focus.
Are Rising Rates Really Bad For Stock Returns?
What’s in Today’s Report: Are Rising Rates Really Bad For Stock Returns? Futures are higher as a sharp drop in oil prices support stocks.
Jobs Report Preview: One Rate Hike or Two?
What’s in Today’s Report: Jobs Report Preview: One Rate Hike or Two? Futures are higher to start Q4 and more...
When Do High Yields Become a Bearish Gamechanger?...
What’s in Today’s Report: When Do High Yields Become a Bearish Gamechanger? (Indicator to Watch) and more...