1Q/21 EPS have been powerful
In this short video, we discuss our new 2021 and 2022 S&P 500 (SPX) Operating EPS estimates, and what it means to our tactical and fundamental view...
Read MoreTactical indicators update
The S&P 500 Index (SPX) closed at a record high on Friday and gained 1.23% for the week.
Read MoreSummary of May Macro slide deck
Raising our 2021 SPX Operating EPS estimate and initiating a 2022 view as our core fundamental thesis remains in place.
Read MoreMay Macro Slide Deck
Our core fundamental thesis continues to suggest we're early in a new economic and market cycle.
Read MoreEarly Monday look
S&P futures are slightly above Friday's close, amidst European shares trading mostly lower and a mixed close in Asia overnight.
Read MoreStocks end the week at record highs
Stocks rallied across the board after the surprisingly big miss on the monthly payroll report.
Read MoreQ1 EPS update
It was another busy week for earnings, with 136 S&P 500 companies having reported EPS over the course of the week.
Read MoreA good bounce excuse
Yesterday before lunch I talked about the potential for a bounce given the hits in some Info Tech and former leaders. The Payroll report this morning offered a catalyst…
Read More