U.S. Equity Strategy: Up and to the Right
We continue to observe the market broadening out into the Cyclical areas of the economy. Our outlook remains bullish and we believe the trajectory...
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Investors Aren't Worried, But Tesla Seems To Be
Tesla Motors (TSLA US)stock is soaring to record heights, again, topping $1800 on Monday. That's up 30% in four days and up 113% since...
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Biden-Harris Is a Formidable Ticket, but It Has Vulnerabilities from a Leftward Tilt
As we (and the consensus) had expected for months, Sen. Kamala Harris was finally named as former Vice President Joe Biden's running mate for the...
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Fed Takes Fright at Potential Fiscal Cliff, but Further Monetary Stimulus Remains Available
The Fed is very concerned about the potential combination of rising COVID-19 infections and a severe tightening of fiscal policy having serious and...
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U. S. Equity Strategy: Status Quo: Bullish Outlook Intact
Our outlook remains status quo: we are bullish and we believe the path of least resistance remains higher. In today’s report we highlight...
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