Monday tactical indicators update
The S&P 500 Index (SPX) tacked on additional gains last week of +0.58% and closed at a new all-time high on Friday. This was the fifth consecutive week of gains…
Read MoreVideo: EPS revision mythbuster
A frequent push-back to our positive fundamental core thesis highlighted in our Macro Slide Deck is that our 2020 S&P 500 (SPX) operating EPS are below the current consensus estimate. …
Read MoreAdmin note: Taking a couple days to recharge
Again, thanks very much for your subscription to our site. Absent any major movement in the market or news that warrants a post, we plan to take the next couple…
Read MoreVideo: I am a Millennial
As you know from our conference calls and the macro slide deck, what makes our economy so resilient is consumption. The millennial demographic is just coming into the key consumption…
Read MoreThe DJIA and S&P 500 close the week at new highs
The Dow Jones Industrial Avg., S&P 500 Index (SPX), Nasdaq Comp. and Russell 2000 all made new intraday highs on a light volume Friday.
Read MoreSPX win streak
Last Friday, we highlighted that the S&P 500 Index (SPX) was having a great run, up 10 out of the last 11 weeks.
Read MoreFriday morning market update
It is pretty hard to believe the S&P 500 (SPX) and other major equity indices continue to press higher day after day without even the hint of selling. Our four…
Read MoreVideo: Are valuations too high? Nope
This video discusses the current valuation of the market.
Read MoreConsumer Discretionary and Information Tech drive stocks to new highs
Another day, another set of record highs. The Dow Jones Industrial Avg., S&P 500 Index, Nasdaq Comp. and Russell 2000 all made new 52-week highs on light trading.
Read MoreBullish sentiment retreats from 14-month high
The Investors Intelligence report which comes out on Wednesdays is on hold this week for the holiday, so we just have the retail report on sentiment.
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