EPS recovery directly ahead
Third quarter earnings season kicks into gear today with several of the large money center banks reporting quarterly earnings. Q3/20 EPS are expected to be down 20.7%, driven by the…
Read MoreThird quarter earnings season kicks into gear today with several of the large money center banks reporting quarterly earnings. Q3/20 EPS are expected to be down 20.7%, driven by the…
Read MoreSince we passed the first speed bump in the September swoon, there has been no real progress on the stimulus package, a spike in COVID-19 spread, and an increased likelihood…
Read MoreOn the same day the Federal Reserve Chairman reinforced the need for further fiscal stimulus, the President tweeted he is rejecting the Democrat's $2.4T proposal and instructed his representatives to…
Read MoreTime to bring out the “checklist.” It seems like an unending list of fears in the markets, including resurgence of COVID-19; a very nasty election season with a possible Democratic…
Read MoreAddressing the volatility surrounding White House Covid-19 announcement.
Read MoreI am staying focus on the proven drivers vs. any recent intraday moves based on Fiscal Package negotiations.
Read MoreOur friends at Factset offered a market recap for September that I wanted to pass along to you:
Read MoreYesterday's broad market rally on top of last Friday’s upside reversal reinforces our view that we passed our first speed bump last week. With the S&P 500 (SPX) already a…
Read MoreToday I wanted to address the current environment and our main drivers for adding risk into weakness like last week.
Read MoreFunny how market weakness affects sentiment.
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